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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,438 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,583 | $81,276+188.6% | $155,574+50.8% | $80,925+189.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.72% | 33.36%-15.6pp | 64.87%-47.2pp | 35.65%-17.9pp |
| Employer contribution / active EE | $9,375 | $3,103+202.1% | $4,676+100.5% | $2,756+240.1% |
| Participant deferral / active EE | $7,052 | $3,453+104.2% | $5,629+25.3% | $4,299+64.1% |
| Admin fee / account holder | $184 | $7,993-97.7% | $15,914-98.8% | $6,940-97.4% |