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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Float revenue; Recordkeeping fees | $24,174 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,911 | $84,000+1.1% | $119,622-29.0% | $77,906+9.0% |
| Participation rate | 81.8% | 77.8%+4.0pp | 79.3%+2.6pp | 73.7%+8.1pp |
| Annual return | -12.71% | -11.59%-1.1pp | -14.98%+2.3pp | 12.16%-24.9pp |
| Employer contribution / active EE | $3,960 | $2,907+36.2% | $4,232-6.4% | $2,846+39.1% |
| Participant deferral / active EE | $4,751 | $4,705+1.0% | $5,601-15.2% | $4,805-1.1% |
| Admin fee / account holder | $17 | $116-84.9% | $10,328-99.8% | $133-86.8% |