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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 | $26,572 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $77,380 | $85,515-9.5% | $112,040-30.9% | $67,986+13.8% |
| Participation rate | 90.0% | 68.2%+21.8pp | 76.5%+13.5pp | 57.2%+32.8pp |
| Annual return | 19.50% | 29.68%-10.2pp | 24.52%-5.0pp | 31.67%-12.2pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $11,910 | $4,014+196.7% | $5,098+133.6% | $3,358+254.7% |
| Admin fee / account holder | $134 | $3,774-96.4% | $12,098-98.9% | $3,203-95.8% |