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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 | $33,157 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $11,875 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,918 | $84,499-62.2% | $125,391-74.5% | $66,949-52.3% |
| Participation rate | 99.3% | 76.4%+22.9pp | 82.4%+16.9pp | 69.8%+29.5pp |
| Annual return | -16.98% | -8.49%-8.5pp | 572.41%-589.4pp | 1.57%-18.5pp |
| Employer contribution / active EE | $2,948 | $3,554-17.1% | $4,816-38.8% | $2,545+15.8% |
| Participant deferral / active EE | $6,952 | $6,785+2.5% | $7,448-6.7% | $4,239+64.0% |
| Admin fee / account holder | $287 | $685-58.1% | $10,009-97.1% | $594-51.7% |