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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $65,847 |
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.
Annual investment return 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 | $46,035 | $76,209-39.6% | $81,370-43.4% | $200,096-77.0% |
| Participation rate | 40.4% | 76.4%-36.0pp | 69.5%-29.1pp | 72.0%-31.6pp |
| Annual return | 9.30% | 15.55%-6.2pp | 24.85%-15.5pp | 34.26%-25.0pp |
| Employer contribution / active EE | $837 | $2,807-70.2% | $2,464-66.0% | $3,038-72.4% |
| Participant deferral / active EE | $1,375 | $4,210-67.3% | $3,885-64.6% | $5,090-73.0% |
| Admin fee / account holder | $140 | $146-4.4% | $5,749-97.6% | $269-48.2% |