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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 | $8,177 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,314 | $65,453-30.8% | $86,698-47.7% | $66,938-32.3% |
| Participation rate | 37.1% | 75.5%-38.3pp | 76.6%-39.4pp | 69.8%-32.7pp |
| Annual return | -17.43% | -10.89%-6.5pp | 35.95%-53.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,111 | $2,154-48.4% | $2,837-60.8% | $2,545-56.3% |
| Participant deferral / active EE | $2,044 | $4,102-50.2% | $4,656-56.1% | $4,238-51.8% |
| Admin fee / account holder | $156 | $642-75.7% | $7,493-97.9% | $594-73.7% |