Filed July 1, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,211 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,721 | $91,692+32.7% | $67,561+80.2% | $77,714+56.6% |
| Participation rate | 98.1% | 76.0%+22.0pp | 72.9%+25.2pp | 70.6%+27.5pp |
| Annual return | 12.62% | 14.88%-2.3pp | 3525.44%-3512.8pp | 31.26%-18.6pp |
| Employer contribution / active EE | $5,354 | $3,188+68.0% | $2,735+95.8% | $2,727+96.3% |
| Participant deferral / active EE | $6,479 | $3,912+65.6% | $4,003+61.8% | $4,649+39.4% |
| Admin fee / account holder | $54 | $245-78.1% | $4,006-98.7% | $433-87.6% |