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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $102,890 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $212,629 | $106,247+100.1% | $147,096+44.6% | $77,714+173.6% |
| Participation rate | 95.7% | 78.4%+17.3pp | 82.2%+13.5pp | 70.6%+25.1pp |
| Annual return | 14.84% | 56.87%-42.0pp | 419.75%-404.9pp | 31.26%-16.4pp |
| Employer contribution / active EE | $29,442 | $4,069+623.5% | $4,936+496.5% | $2,727+979.7% |
| Participant deferral / active EE | $16,973 | $7,996+112.3% | $8,071+110.3% | $4,649+265.1% |
| Admin fee / account holder | $287 | $338-15.3% | $13,005-97.8% | $433-33.9% |