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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,486 | $37,463-93.4% | $77,096-96.8% | $66,938-96.3% |
| Participation rate | 48.1% | 52.9%-4.8pp | 67.9%-19.8pp | 69.8%-21.7pp |
| Annual return | -17.96% | -3.25%-14.7pp | 42.35%-60.3pp | 1.58%-19.5pp |
| Employer contribution / active EE | $506 | $1,535-67.0% | $2,814-82.0% | $2,545-80.1% |
| Participant deferral / active EE | $580 | $2,621-77.9% | $4,429-86.9% | $4,238-86.3% |
| Admin fee / account holder | $54 | $568-90.5% | $5,428-99.0% | $594-90.9% |