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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 | $6,982 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,298 | $68,398-71.8% | $94,664-79.6% | $75,173-74.3% |
| Participation rate | 83.1% | 76.1%+7.1pp | 80.8%+2.3pp | 67.2%+15.9pp |
| Annual return | 23.99% | 616.72%-592.7pp | 156.84%-132.8pp | 160.72%-136.7pp |
| Employer contribution / active EE | $781 | $2,701-71.1% | $3,673-78.7% | $2,671-70.8% |
| Participant deferral / active EE | $9,400 | $6,537+43.8% | $7,417+26.7% | $4,126+127.8% |
| Admin fee / account holder | $34 | $5,324-99.4% | $7,222-99.5% | $5,651-99.4% |