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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 | $94,638 |
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 | $23,772 | $58,969-59.7% | $129,406-81.6% | $77,762-69.4% |
| Participation rate | 92.7% | 59.5%+33.2pp | 69.6%+23.0pp | 70.6%+22.1pp |
| Annual return | 13.50% | 24.78%-11.3pp | 9468.18%-9454.7pp | 31.27%-17.8pp |
| Employer contribution / active EE | $820 | $1,959-58.1% | $4,155-80.3% | $2,728-69.9% |
| Participant deferral / active EE | $2,060 | $3,224-36.1% | $4,167-50.6% | $4,651-55.7% |
| Admin fee / account holder | $93 | $593-84.3% | $7,689-98.8% | $433-78.6% |