Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $55,458-85.3% | $76,030-89.3% | $77,762-89.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.1%+30.9pp | 70.6%+29.4pp |
| Annual return | 14.52% | 17.10%-2.6pp | 361.54%-347.0pp | 31.27%-16.7pp |
| Employer contribution / active EE | $1,859 | $1,792+3.7% | $2,688-30.8% | $2,728-31.8% |
| Participant deferral / active EE | $3,115 | $3,454-9.8% | $4,257-26.8% | $4,651-33.0% |
| Admin fee / account holder | $95 | $411-76.8% | $6,421-98.5% | $433-78.0% |