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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 | $22,867 |
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 | $219,597 | $77,901+181.9% | $149,717+46.7% | $75,181+192.1% |
| Participation rate | 98.9% | 65.6%+33.3pp | 78.8%+20.1pp | 67.2%+31.7pp |
| Annual return | 18.55% | 31.73%-13.2pp | 134.41%-115.9pp | 160.69%-142.1pp |
| Employer contribution / active EE | $9,939 | $3,137+216.8% | $4,820+106.2% | $2,671+272.2% |
| Participant deferral / active EE | $7,300 | $3,411+114.0% | $5,682+28.5% | $4,126+76.9% |
| Admin fee / account holder | $189 | $5,949-96.8% | $13,213-98.6% | $5,650-96.7% |