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 | $764,605 |
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 | $18,576 | $89,433-79.2% | $115,756-84.0% | $89,433-79.2% |
| Participation rate | 83.1% | 71.3%+11.8pp | 77.1%+6.0pp | 71.3%+11.8pp |
| Annual return | -15.56% | -11.88%-3.7pp | 143.14%-158.7pp | -11.88%-3.7pp |
| Employer contribution / active EE | $1,690 | $3,021-44.1% | $3,793-55.4% | $3,021-44.1% |
| Participant deferral / active EE | $2,249 | $5,125-56.1% | $6,254-64.0% | $5,125-56.1% |
| Admin fee / account holder | $44 | $79-44.3% | $8,124-99.5% | $79-44.3% |