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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 | $5,786 |
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 | $47,674 | $70,684-32.6% | $169,397-71.9% | $75,177-36.6% |
| Participation rate | 88.8% | 64.8%+24.0pp | 77.2%+11.6pp | 67.2%+21.6pp |
| Annual return | 0.00% | 36.38%-36.4pp | 406.23%-406.2pp | 160.75%-160.8pp |
| Employer contribution / active EE | $4,387 | $2,211+98.4% | $4,013+9.3% | $2,671+64.2% |
| Participant deferral / active EE | $5,783 | $4,310+34.2% | $6,223-7.1% | $4,126+40.2% |
| Admin fee / account holder | $54 | $5,404-99.0% | $9,017-99.4% | $5,651-99.0% |