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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $289,276 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $98,085 |
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 | $39,083 | $58,644-33.4% | $178,505-78.1% | $200,096-80.5% |
| Participation rate | 95.9% | 65.5%+30.4pp | 77.1%+18.7pp | 72.0%+23.8pp |
| Annual return | 16.76% | 19.25%-2.5pp | 27.16%-10.4pp | 34.26%-17.5pp |
| Employer contribution / active EE | $4,683 | $1,801+160.0% | $3,955+18.4% | $3,038+54.2% |
| Participant deferral / active EE | $5,892 | $4,248+38.7% | $6,280-6.2% | $5,090+15.8% |
| Admin fee / account holder | $146 | $145+0.2% | $10,428-98.6% | $269-45.9% |