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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 | $52,414 |
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 | $91,373 | $58,320+56.7% | $86,451+5.7% | $66,949+36.5% |
| Participation rate | 93.8% | 78.6%+15.2pp | 80.3%+13.4pp | 69.8%+23.9pp |
| Annual return | -12.80% | -9.71%-3.1pp | 4398.51%-4411.3pp | 1.57%-14.4pp |
| Employer contribution / active EE | $6,098 | $2,615+133.2% | $3,770+61.8% | $2,545+139.6% |
| Participant deferral / active EE | $9,225 | $6,899+33.7% | $6,953+32.7% | $4,239+117.6% |
| Admin fee / account holder | $160 | $546-70.6% | $6,734-97.6% | $594-73.0% |