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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 | $94,823 |
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 | $111,663 | $92,186+21.1% | $105,624+5.7% | $77,762+43.6% |
| Participation rate | 95.4% | 81.0%+14.3pp | 75.3%+20.1pp | 70.6%+24.8pp |
| Annual return | 13.30% | 17.83%-4.5pp | 116.20%-102.9pp | 31.27%-18.0pp |
| Employer contribution / active EE | $6,354 | $3,376+88.2% | $3,168+100.6% | $2,728+132.9% |
| Participant deferral / active EE | $4,533 | $5,395-16.0% | $5,013-9.6% | $4,651-2.5% |
| Admin fee / account holder | $295 | $219+34.9% | $10,961-97.3% | $433-31.8% |