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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 | $16,351 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,042 | $90,064+28.8% | $100,415+15.6% | $77,762+49.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 81.5%+18.5pp | 70.6%+29.4pp |
| Annual return | 11.73% | 20.61%-8.9pp | 49.47%-37.7pp | 31.27%-19.5pp |
| Employer contribution / active EE | $7,027 | $3,043+130.9% | $3,943+78.2% | $2,728+157.6% |
| Participant deferral / active EE | $10,817 | $8,282+30.6% | $8,091+33.7% | $4,651+132.6% |
| Admin fee / account holder | $47 | $172-72.6% | $7,906-99.4% | $433-89.1% |