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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 | $1,622 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $96,650 | $91,424+5.7% | $135,942-28.9% | $71,495+35.2% |
| Participation rate | 76.7% | 75.7%+1.0pp | 81.9%-5.2pp | 67.9%+8.8pp |
| Annual return | -4.60% | 29.90%-34.5pp | 68.28%-72.9pp | 28.85%-33.5pp |
| Employer contribution / active EE | $2,162 | $3,704-41.6% | $4,858-55.5% | $2,589-16.5% |
| Participant deferral / active EE | $6,485 | $7,092-8.6% | $7,759-16.4% | $4,291+51.1% |
| Admin fee / account holder | $610 | $1,266-51.8% | $10,764-94.3% | $1,588-61.6% |