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 | $91,710+32.7% | $67,560+80.2% | $77,762+56.5% |
| Participation rate | 98.1% | 76.0%+22.1pp | 72.9%+25.2pp | 70.6%+27.5pp |
| Annual return | 12.62% | 14.88%-2.3pp | 3533.50%-3520.9pp | 31.27%-18.6pp |
| Employer contribution / active EE | $5,354 | $3,187+68.0% | $2,737+95.6% | $2,728+96.3% |
| Participant deferral / active EE | $6,479 | $3,911+65.7% | $4,004+61.8% | $4,651+39.3% |
| Admin fee / account holder | $54 | $245-78.1% | $3,994-98.7% | $433-87.6% |