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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,455 | $42,367-73.0% | $79,583-85.6% | $64,824-82.3% |
| Participation rate | 57.1% | 64.7%-7.6pp | 69.5%-12.3pp | 71.5%-14.3pp |
| Annual return | -16.06% | -12.24%-3.8pp | 0.16%-16.2pp | 32.84%-48.9pp |
| Employer contribution / active EE | $185 | $1,181-84.4% | $2,414-92.3% | $2,507-92.6% |
| Participant deferral / active EE | $1,582 | $3,168-50.1% | $3,986-60.3% | $4,311-63.3% |
| Admin fee / account holder | $36 | $160-77.1% | $6,835-99.5% | $188-80.6% |