Filed July 16, 2026 (most recent of 2 filings on file)
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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 | $16,890 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,936 | $81,900+3.7% | $119,615-29.0% | $68,498+24.0% |
| Participation rate | 92.7% | 71.9%+20.8pp | 79.3%+13.4pp | 67.9%+24.8pp |
| Annual return | -11.67% | -23.82%+12.1pp | -14.98%+3.3pp | -7.84%-3.8pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,383 | $4,148+102.1% | $5,602+49.6% | $4,027+108.1% |
| Admin fee / account holder | $147 | $6,582-97.8% | $10,324-98.6% | $5,403-97.3% |