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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $86,489 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $359,421 | $95,438+276.6% | $135,998+164.3% | $74,478+382.6% |
| Participation rate | 94.3% | 78.2%+16.1pp | 81.9%+12.4pp | 70.7%+23.6pp |
| Annual return | 24.72% | 32.61%-7.9pp | 68.37%-43.6pp | 34.37%-9.6pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,860-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,761-100.0% | $4,530-100.0% |
| Admin fee / account holder | $36 | $259-86.0% | $10,769-99.7% | $347-89.6% |