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 | $91,680+32.8% | $67,524+80.3% | $77,692+56.7% |
| Participation rate | 98.1% | 76.0%+22.1pp | 72.9%+25.2pp | 70.6%+27.5pp |
| Annual return | 12.62% | 14.87%-2.3pp | 3519.41%-3506.8pp | 31.25%-18.6pp |
| Employer contribution / active EE | $5,354 | $3,186+68.0% | $2,734+95.8% | $2,726+96.4% |
| Participant deferral / active EE | $6,479 | $3,909+65.7% | $4,001+61.9% | $4,648+39.4% |
| Admin fee / account holder | $54 | $176-69.6% | $4,001-98.7% | $431-87.6% |