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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 | $54,245-55.3% | $93,727-74.2% | $77,762-68.9% |
| Participation rate | 87.5% | 63.9%+23.5pp | 68.7%+18.7pp | 70.6%+16.9pp |
| Annual return | 0.00% | 30.58%-30.6pp | 133.83%-133.8pp | 31.27%-31.3pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,694 | $3,144-14.3% | $4,417-39.0% | $4,651-42.1% |
| Admin fee / account holder | $18 | $575-96.9% | $8,292-99.8% | $433-95.9% |