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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 | $5,354 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,222 | $54,193-55.3% | $93,669-74.1% | $77,714-68.8% |
| Participation rate | 87.5% | 63.9%+23.5pp | 68.7%+18.7pp | 70.6%+16.9pp |
| Annual return | 0.00% | 30.54%-30.5pp | 133.59%-133.6pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,424-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $2,694 | $3,144-14.3% | $4,416-39.0% | $4,649-42.0% |
| Admin fee / account holder | $18 | $576-96.9% | $8,291-99.8% | $433-95.9% |