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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 | $22,421 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,459 | $91,439-42.6% | $135,974-61.4% | $71,511-26.6% |
| Participation rate | 79.2% | 75.7%+3.6pp | 81.9%-2.7pp | 67.9%+11.3pp |
| Annual return | 20.26% | 29.90%-9.6pp | 68.30%-48.0pp | 28.86%-8.6pp |
| Employer contribution / active EE | $3,311 | $3,705-10.6% | $4,859-31.9% | $2,589+27.9% |
| Participant deferral / active EE | $6,711 | $7,093-5.4% | $7,760-13.5% | $4,291+56.4% |
| Admin fee / account holder | $150 | $1,267-88.1% | $10,767-98.6% | $1,588-90.5% |