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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 | $49,137 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $23,342 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,821 | $92,186-46.0% | $105,624-52.8% | $77,762-35.9% |
| Participation rate | 42.8% | 81.0%-38.2pp | 75.3%-32.4pp | 70.6%-27.7pp |
| Annual return | 13.47% | 17.83%-4.4pp | 116.20%-102.7pp | 31.27%-17.8pp |
| Employer contribution / active EE | $993 | $3,376-70.6% | $3,168-68.7% | $2,728-63.6% |
| Participant deferral / active EE | $2,074 | $5,395-61.6% | $5,013-58.6% | $4,651-55.4% |
| Admin fee / account holder | $177 | $219-19.3% | $10,961-98.4% | $433-59.2% |