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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 | $48,769 |
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).
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 | $104,977 | $89,282+17.6% | $94,672+10.9% | $74,473+41.0% |
| Participation rate | 97.2% | 82.4%+14.8pp | 80.8%+16.4pp | 70.7%+26.5pp |
| Annual return | 15.79% | 25.96%-10.2pp | 156.89%-141.1pp | 34.36%-18.6pp |
| Employer contribution / active EE | $6,291 | $3,022+108.1% | $3,673+71.3% | $2,638+138.4% |
| Participant deferral / active EE | $9,737 | $8,425+15.6% | $7,417+31.3% | $4,530+114.9% |
| Admin fee / account holder | $144 | $219-34.2% | $7,222-98.0% | $347-58.5% |