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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 | $218,359 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $95,321 |
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 | $28,684 | $50,574-43.3% | $169,390-83.1% | $80,157-64.2% |
| Participation rate | 90.8% | 67.8%+23.0pp | 77.2%+13.6pp | 72.9%+17.8pp |
| Annual return | 24.12% | 22.92%+1.2pp | 406.07%-382.0pp | 40.39%-16.3pp |
| Employer contribution / active EE | $3,920 | $1,693+131.5% | $4,013-2.3% | $2,977+31.7% |
| Participant deferral / active EE | $5,043 | $4,164+21.1% | $6,222-19.0% | $5,015+0.6% |
| Admin fee / account holder | $110 | $107+2.6% | $9,015-98.8% | $145-24.4% |