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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 | $46,319 |
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 | $134,055 | $64,176+108.9% | $112,263+19.4% | $66,949+100.2% |
| Participation rate | 94.8% | 68.4%+26.4pp | 75.1%+19.8pp | 69.8%+25.0pp |
| Annual return | -16.21% | -13.80%-2.4pp | 27.49%-43.7pp | 1.57%-17.8pp |
| Employer contribution / active EE | $5,605 | $3,007+86.4% | $3,636+54.2% | $2,545+120.2% |
| Participant deferral / active EE | $8,350 | $3,694+126.1% | $4,729+76.6% | $4,239+97.0% |
| Admin fee / account holder | $135 | $626-78.5% | $6,410-97.9% | $594-77.3% |