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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 | $2,775 |
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 | $74,831 | $106,247-29.6% | $147,096-49.1% | $77,714-3.7% |
| Participation rate | 97.3% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 36.77% | 56.87%-20.1pp | 419.75%-383.0pp | 31.26%+5.5pp |
| Employer contribution / active EE | $5,286 | $4,069+29.9% | $4,936+7.1% | $2,727+93.9% |
| Participant deferral / active EE | $15,724 | $7,996+96.6% | $8,071+94.8% | $4,649+238.2% |
| Admin fee / account holder | $5 | $338-98.5% | $13,005-100.0% | $433-98.9% |