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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,100 |
Service code 28 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Investment Management | $447 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,530 | $86,897-75.2% | $151,628-85.8% | $64,814-66.8% |
| Participation rate | 84.4% | 87.3%-2.9pp | 87.5%-3.1pp | 71.5%+12.9pp |
| Annual return | 24.44% | -3.57%+28.0pp | 3.34%+21.1pp | 32.84%-8.4pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $6,165-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $7,613 | $6,690+13.8% | $8,363-9.0% | $4,310+76.6% |
| Admin fee / account holder | $5 | $153-96.6% | $11,613-100.0% | $188-97.2% |