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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 | $41,962 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,125 | $55,402-85.3% | $76,089-89.3% | $77,714-89.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.1%+30.9pp | 70.6%+29.4pp |
| Annual return | 14.52% | 17.09%-2.6pp | 360.94%-346.4pp | 31.26%-16.7pp |
| Employer contribution / active EE | $1,859 | $1,789+3.9% | $2,690-30.9% | $2,727-31.8% |
| Participant deferral / active EE | $3,115 | $3,450-9.7% | $4,259-26.9% | $4,649-33.0% |
| Admin fee / account holder | $95 | $410-76.8% | $6,418-98.5% | $433-78.0% |