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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 | $62,702 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,321 | $167,950-81.4% | $112,899-72.3% | $80,157-60.9% |
| Participation rate | 98.0% | 94.5%+3.5pp | 80.5%+17.5pp | 72.9%+25.1pp |
| Annual return | 33.86% | 18.78%+15.1pp | 34.11%-0.2pp | 40.39%-6.5pp |
| Employer contribution / active EE | $3,321 | $6,272-47.1% | $4,566-27.3% | $2,977+11.5% |
| Participant deferral / active EE | $8,057 | $9,857-18.3% | $6,516+23.7% | $5,015+60.7% |
| Admin fee / account holder | $59 | $104-43.5% | $7,047-99.2% | $145-59.6% |