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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 | $106,264-22.5% | $147,117-44.0% | $77,762+5.9% |
| Participation rate | 69.8% | 78.4%-8.6pp | 82.2%-12.4pp | 70.6%-0.8pp |
| Annual return | 0.00% | 56.94%-56.9pp | 420.54%-420.5pp | 31.27%-31.3pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $12,555 | $8,003+56.9% | $8,065+55.7% | $4,651+169.9% |
| Admin fee / account holder | $115 | $334-65.7% | $12,993-99.1% | $433-73.5% |