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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,781 |
Service code 13 · EIN 62-1038805 | Contract Administrator | $1,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,924 | $148,623-79.2% | $135,974-77.3% | $139,466-77.8% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 13.38% | 79.30%-65.9pp | 68.30%-54.9pp | 373.66%-360.3pp |
| Employer contribution / active EE | $8,641 | $5,246+64.7% | $4,859+77.8% | $4,754+81.8% |
| Participant deferral / active EE | $20,794 | $8,103+156.6% | $7,760+168.0% | $6,712+209.8% |
| Admin fee / account holder | $164 | $12,406-98.7% | $10,767-98.5% | $11,409-98.6% |