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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 | $38,470 |
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 | $42,616 | $84,784-49.7% | $98,462-56.7% | $74,473-42.8% |
| Participation rate | 47.6% | 81.5%-33.9pp | 75.2%-27.6pp | 70.7%-23.1pp |
| Annual return | 16.65% | 20.59%-3.9pp | 21.17%-4.5pp | 34.36%-17.7pp |
| Employer contribution / active EE | $1,051 | $3,364-68.8% | $3,049-65.5% | $2,638-60.2% |
| Participant deferral / active EE | $2,171 | $5,218-58.4% | $4,738-54.2% | $4,530-52.1% |
| Admin fee / account holder | $98 | $204-52.1% | $8,875-98.9% | $347-71.8% |