Filed November 27, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,621 |
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 | $46,825 | $66,459-29.5% | $81,353-42.4% | $77,736-39.8% |
| Participation rate | 96.7% | 68.7%+27.9pp | 69.5%+27.1pp | 70.6%+26.1pp |
| Annual return | 11.63% | 15.95%-4.3pp | 24.82%-13.2pp | 31.26%-19.6pp |
| Employer contribution / active EE | $1,704 | $2,156-21.0% | $2,464-30.8% | $2,728-37.5% |
| Participant deferral / active EE | $5,339 | $3,674+45.3% | $3,885+37.4% | $4,651+14.8% |
| Admin fee / account holder | $11 | $585-98.1% | $5,766-99.8% | $433-97.4% |