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 | $15,221 |
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 | $66,017 | $104,699-36.9% | $130,014-49.2% | - |
| Participation rate | 98.0% | 73.3%+24.7pp | 78.5%+19.5pp | - |
| Annual return | 24.81% | 12.02%+12.8pp | -137.22%+162.0pp | - |
| Employer contribution / active EE | $0 | $2,071-100.0% | $4,320-100.0% | - |
| Participant deferral / active EE | $6,782 | $4,216+60.9% | $5,821+16.5% | - |
| Admin fee / account holder | $110 | $5,899-98.1% | $10,616-99.0% | - |