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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 | $58,859-59.6% | $129,397-81.6% | $77,714-69.4% |
| Participation rate | 92.7% | 59.3%+33.4pp | 69.6%+23.1pp | 70.6%+22.1pp |
| Annual return | 13.50% | 24.74%-11.2pp | 9453.98%-9440.5pp | 31.26%-17.8pp |
| Employer contribution / active EE | $820 | $1,952-58.0% | $4,154-80.3% | $2,727-69.9% |
| Participant deferral / active EE | $2,060 | $3,215-35.9% | $4,167-50.6% | $4,649-55.7% |
| Admin fee / account holder | $93 | $591-84.3% | $7,679-98.8% | $433-78.6% |