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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 | $106,110-22.4% | $147,005-44.0% | $77,671+6.0% |
| Participation rate | 69.8% | 78.4%-8.6pp | 82.2%-12.4pp | 70.6%-0.8pp |
| Annual return | 0.00% | 56.77%-56.8pp | 418.76%-418.8pp | 31.21%-31.2pp |
| Employer contribution / active EE | $0 | $4,065-100.0% | $4,934-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $12,555 | $7,992+57.1% | $8,070+55.6% | $4,648+170.1% |
| Admin fee / account holder | $115 | $338-66.0% | $13,006-99.1% | $430-73.4% |