Filed October 18, 2022 (most recent of 2 filings on file)
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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 | $31,703 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $72,426 | $61,756+17.3% | $69,890+3.6% | $77,906-7.0% |
| Participation rate | 64.9% | 79.9%-15.0pp | 70.5%-5.6pp | 73.7%-8.8pp |
| Annual return | -12.45% | -11.86%-0.6pp | 190.84%-203.3pp | 12.16%-24.6pp |
| Employer contribution / active EE | $1,799 | $2,706-33.5% | $2,560-29.7% | $2,846-36.8% |
| Participant deferral / active EE | $3,766 | $3,977-5.3% | $3,848-2.1% | $4,805-21.6% |
| Admin fee / account holder | $109 | $101+7.2% | $6,267-98.3% | $133-18.1% |