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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CORP OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $526 |
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 | $20,097 | $46,332-56.6% | $143,799-86.0% | $64,819-69.0% |
| Participation rate | 21.8% | 64.2%-42.5pp | 80.3%-58.6pp | 71.5%-49.7pp |
| Annual return | -14.79% | -10.05%-4.7pp | -0.04%-14.7pp | 32.84%-47.6pp |
| Employer contribution / active EE | $64 | $1,911-96.7% | $4,952-98.7% | $2,507-97.5% |
| Participant deferral / active EE | $1,246 | $2,647-52.9% | $5,638-77.9% | $4,311-71.1% |
| Admin fee / account holder | $24 | $154-84.6% | $14,677-99.8% | $188-87.4% |