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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,056 |
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 | $82,328 | $106,247-22.5% | $147,096-44.0% | $77,714+5.9% |
| Participation rate | 69.8% | 78.4%-8.6pp | 82.2%-12.4pp | 70.6%-0.8pp |
| Annual return | 0.00% | 56.87%-56.9pp | 419.75%-419.7pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $12,555 | $7,996+57.0% | $8,071+55.6% | $4,649+170.0% |
| Admin fee / account holder | $115 | $338-66.1% | $13,005-99.1% | $433-73.5% |