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 | $12,634 |
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 | $114,141 | $83,884+36.1% | $64,099+78.1% | $74,440+53.3% |
| Participation rate | 96.7% | 76.6%+20.1pp | 72.3%+24.4pp | 70.7%+26.0pp |
| Annual return | 15.45% | 16.57%-1.1pp | 33.70%-18.3pp | 34.37%-18.9pp |
| Employer contribution / active EE | $5,023 | $3,084+62.9% | $2,748+82.8% | $2,638+90.4% |
| Participant deferral / active EE | $5,802 | $3,692+57.2% | $3,881+49.5% | $4,529+28.1% |
| Admin fee / account holder | $24 | $196-87.7% | $3,070-99.2% | $348-93.1% |