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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 | $28,154 |
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 | $63,759 | $101,591-37.2% | $147,096-56.7% | $74,429-14.3% |
| Participation rate | 78.5% | 75.5%+2.9pp | 82.2%-3.7pp | 67.2%+11.2pp |
| Annual return | 16.24% | 8746.45%-8730.2pp | 419.75%-403.5pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $3,282 | $3,813-13.9% | $4,936-33.5% | $2,625+25.0% |
| Participant deferral / active EE | $6,676 | $7,302-8.6% | $8,071-17.3% | $4,348+53.5% |
| Admin fee / account holder | $191 | $1,750-89.1% | $13,005-98.5% | $1,944-90.2% |