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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100,698 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,821 | $122,596-61.8% | $184,260-74.6% | $199,960-76.6% |
| Participation rate | 91.1% | 86.9%+4.2pp | 86.8%+4.3pp | 72.0%+19.1pp |
| Annual return | 25.56% | 144.14%-118.6pp | 28.84%-3.3pp | 34.28%-8.7pp |
| Employer contribution / active EE | $7 | $4,570-99.8% | $6,427-99.9% | $3,036-99.8% |
| Participant deferral / active EE | $9,408 | $7,972+18.0% | $9,133+3.0% | $5,087+84.9% |
| Admin fee / account holder | $15 | $120-87.5% | $13,898-99.9% | $269-94.4% |