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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 | $43,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,907 | $178,174-81.0% | $156,181-78.3% | $137,256-75.3% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | 11.02% | 84.19%-73.2pp | 64.87%-53.9pp | 220.34%-209.3pp |
| Employer contribution / active EE | $7,521 | $4,972+51.3% | $4,294+75.2% | $4,156+81.0% |
| Participant deferral / active EE | $14,818 | $6,888+115.1% | $6,132+141.6% | $6,407+131.3% |
| Admin fee / account holder | $330 | $17,404-98.1% | $14,586-97.7% | $12,270-97.3% |