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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 | $79,331 |
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 | $86,123 | $81,948+5.1% | $90,766-5.1% | $64,824+32.9% |
| Participation rate | 94.3% | 80.5%+13.8pp | 75.7%+18.6pp | 71.5%+22.8pp |
| Annual return | -15.29% | -12.53%-2.8pp | -12.16%-3.1pp | 32.84%-48.1pp |
| Employer contribution / active EE | $5,469 | $3,067+78.3% | $2,922+87.2% | $2,507+118.1% |
| Participant deferral / active EE | $3,763 | $4,844-22.3% | $4,565-17.6% | $4,311-12.7% |
| Admin fee / account holder | $260 | $157+65.6% | $8,446-96.9% | $188+38.5% |