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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 | $47,119 |
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 | $58,291 | $66,459-12.3% | $81,353-28.3% | $77,736-25.0% |
| Participation rate | 90.9% | 68.7%+22.2pp | 69.5%+21.3pp | 70.6%+20.3pp |
| Annual return | 16.74% | 15.95%+0.8pp | 24.82%-8.1pp | 31.26%-14.5pp |
| Employer contribution / active EE | $3,090 | $2,156+43.3% | $2,464+25.4% | $2,728+13.3% |
| Participant deferral / active EE | $5,213 | $3,674+41.9% | $3,885+34.2% | $4,651+12.1% |
| Admin fee / account holder | $109 | $585-81.3% | $5,766-98.1% | $433-74.8% |