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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,490 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,292 | $101,672-58.4% | $147,117-71.3% | $74,478-43.2% |
| Participation rate | 63.8% | 75.5%-11.7pp | 82.2%-18.4pp | 67.2%-3.4pp |
| Annual return | 17.63% | 8757.83%-8740.2pp | 420.54%-402.9pp | 1370.56%-1352.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,254 | $7,305-41.8% | $8,065-47.2% | $4,350-2.2% |
| Admin fee / account holder | $322 | $1,753-81.6% | $12,993-97.5% | $1,946-83.4% |