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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 14-1836262 | Contract Administrator | $25,666 |
Filed as: EMPOWER ANNUITY INS CORP OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $1,134 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,289 | $50,919-50.3% | $155,556-83.7% | $77,762-67.5% |
| Participation rate | 20.5% | 63.1%-42.6pp | 78.2%-57.7pp | 70.6%-50.1pp |
| Annual return | 13.97% | 34.84%-20.9pp | 64.84%-50.9pp | 31.27%-17.3pp |
| Employer contribution / active EE | $57 | $1,991-97.1% | $4,675-98.8% | $2,728-97.9% |
| Participant deferral / active EE | $1,178 | $2,824-58.3% | $5,631-79.1% | $4,651-74.7% |
| Admin fee / account holder | $184 | $437-57.9% | $15,885-98.8% | $433-57.5% |