Filed April 22, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $285,632 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $95,519 | $78,104+22.3% | $115,756-17.5% | $78,104+22.3% |
| Participation rate | 91.1% | 74.5%+16.6pp | 77.1%+14.1pp | 74.5%+16.6pp |
| Annual return | -13.51% | 10.90%-24.4pp | 143.14%-156.7pp | 10.90%-24.4pp |
| Employer contribution / active EE | $5,432 | $3,128+73.7% | $3,793+43.2% | $3,128+73.7% |
| Participant deferral / active EE | $7,087 | $5,089+39.3% | $6,254+13.3% | $5,089+39.3% |
| Admin fee / account holder | $44 | $79-43.8% | $8,124-99.5% | $79-43.8% |