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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 | $23,884 |
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.
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 | $27,740 | $95,918-71.1% | $151,639-81.7% | $77,906-64.4% |
| Participation rate | 92.0% | 88.7%+3.3pp | 87.5%+4.5pp | 73.7%+18.3pp |
| Annual return | -7.26% | -5.50%-1.8pp | 3.34%-10.6pp | 12.16%-19.4pp |
| Employer contribution / active EE | $0 | $4,330-100.0% | $6,165-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $7,854 | $7,508+4.6% | $8,363-6.1% | $4,805+63.4% |
| Admin fee / account holder | $7 | $93-92.0% | $11,613-99.9% | $133-94.4% |