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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,304 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,614 |
Employer 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.
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 | $56,341 | $153,743-63.4% | $197,124-71.4% | $103,975-45.8% |
| Participation rate | 91.5% | 91.1%+0.4pp | 86.7%+4.8pp | 72.5%+19.0pp |
| Annual return | 38.21% | 17.60%+20.6pp | 44.34%-6.1pp | 19.41%+18.8pp |
| Employer contribution / active EE | $0 | $5,424-100.0% | $6,227-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $9,476 | $9,152+3.5% | $9,135+3.7% | $5,343+77.4% |
| Admin fee / account holder | $14 | $131-89.4% | $16,298-99.9% | $332-95.8% |