Filed July 16, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,975 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,518 | $96,484-20.7% | $156,263-51.0% | $74,304+3.0% |
| Participation rate | 96.0% | 67.7%+28.3pp | 78.9%+17.1pp | 60.3%+35.7pp |
| Annual return | 20.18% | 17.73%+2.5pp | 59.47%-39.3pp | 29.43%-9.3pp |
| Employer contribution / active EE | $8 | $2,528-99.7% | $4,333-99.8% | $2,241-99.6% |
| Participant deferral / active EE | $6,854 | $4,286+59.9% | $6,158+11.3% | $3,767+81.9% |
| Admin fee / account holder | $103 | $3,728-97.2% | $14,255-99.3% | $2,969-96.5% |