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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,265 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,307 | $55,437-34.5% | $155,534-76.7% | $74,459-51.2% |
| Participation rate | 92.1% | 61.9%+30.2pp | 78.2%+13.9pp | 67.2%+24.9pp |
| Annual return | 35.61% | 269.58%-234.0pp | 64.92%-29.3pp | 1369.70%-1334.1pp |
| Employer contribution / active EE | $5,956 | $2,266+162.8% | $4,675+27.4% | $2,626+126.8% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $44 | $1,742-97.5% | $15,900-99.7% | $1,945-97.7% |