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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 | $106,164+100.3% | $147,041+44.6% | $77,692+173.7% |
| Participation rate | 95.7% | 78.4%+17.3pp | 82.2%+13.5pp | 70.6%+25.1pp |
| Annual return | 14.84% | 56.81%-42.0pp | 419.21%-404.4pp | 31.25%-16.4pp |
| Employer contribution / active EE | $29,442 | $4,066+624.0% | $4,935+496.6% | $2,726+980.0% |
| Participant deferral / active EE | $16,973 | $7,993+112.3% | $8,071+110.3% | $4,648+265.1% |
| Admin fee / account holder | $287 | $338-15.2% | $13,006-97.8% | $431-33.4% |