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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 | $50,369 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,781 | $89,808-78.0% | $100,383-80.3% | $77,671-74.5% |
| Participation rate | 47.4% | 81.2%-33.8pp | 81.5%-34.1pp | 70.6%-23.2pp |
| Annual return | 14.59% | 20.62%-6.0pp | 49.26%-34.7pp | 31.21%-16.6pp |
| Employer contribution / active EE | $1,197 | $3,039-60.6% | $3,944-69.6% | $2,726-56.1% |
| Participant deferral / active EE | $1,897 | $8,284-77.1% | $8,086-76.5% | $4,648-59.2% |
| Admin fee / account holder | $114 | $174-34.5% | $7,900-98.6% | $430-73.5% |