Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $177,695 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $75,848 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,479 | $42,504-40.1% | $160,009-84.1% | $77,906-67.3% |
| Participation rate | 88.0% | 66.9%+21.1pp | 78.0%+10.1pp | 73.7%+14.3pp |
| Annual return | -13.32% | -12.43%-0.9pp | 408.85%-422.2pp | 12.16%-25.5pp |
| Employer contribution / active EE | $3,127 | $1,684+85.8% | $4,225-26.0% | $2,846+9.9% |
| Participant deferral / active EE | $4,602 | $3,919+17.4% | $6,183-25.6% | $4,805-4.2% |
| Admin fee / account holder | $113 | $98+16.3% | $8,715-98.7% | $133-14.4% |