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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 | $92,076+21.3% | $105,608+5.7% | $77,714+43.7% |
| Participation rate | 95.4% | 81.0%+14.3pp | 75.3%+20.1pp | 70.6%+24.8pp |
| Annual return | 13.30% | 17.84%-4.5pp | 116.50%-103.2pp | 31.26%-18.0pp |
| Employer contribution / active EE | $6,354 | $3,370+88.5% | $3,167+100.6% | $2,727+133.0% |
| Participant deferral / active EE | $4,533 | $5,390-15.9% | $5,010-9.5% | $4,649-2.5% |
| Admin fee / account holder | $295 | $219+34.9% | $11,028-97.3% | $433-31.8% |