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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,655 |
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 | $87,491 | $89,093-1.8% | $102,434-14.6% | $77,736+12.5% |
| Participation rate | 95.0% | 80.9%+14.1pp | 76.5%+18.5pp | 70.6%+24.4pp |
| Annual return | 16.08% | 25.03%-9.0pp | 29.46%-13.4pp | 31.26%-15.2pp |
| Employer contribution / active EE | $2,643 | $2,699-2.1% | $3,023-12.6% | $2,728-3.1% |
| Participant deferral / active EE | $14,335 | $5,147+178.5% | $5,055+183.6% | $4,651+208.3% |
| Admin fee / account holder | $89 | $236-62.3% | $9,462-99.1% | $433-79.5% |