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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 | $53,558 |
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 | $36,025 | $69,823-48.4% | $76,902-53.2% | $74,473-51.6% |
| Participation rate | 90.5% | 70.0%+20.5pp | 69.6%+20.9pp | 70.7%+19.7pp |
| Annual return | 22.77% | 19.99%+2.8pp | 37.91%-15.1pp | 34.36%-11.6pp |
| Employer contribution / active EE | $3,377 | $2,148+57.2% | $2,534+33.3% | $2,638+28.0% |
| Participant deferral / active EE | $5,626 | $3,558+58.1% | $3,833+46.8% | $4,530+24.2% |
| Admin fee / account holder | $96 | $398-75.8% | $5,479-98.2% | $347-72.3% |