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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $68,416 | $82,133-16.7% | $147,318-53.6% | $64,097+6.7% |
| Participation rate | 96.7% | 62.3%+34.5pp | 82.1%+14.7pp | 55.2%+41.5pp |
| Annual return | 16.54% | 78.78%-62.2pp | 70.43%-53.9pp | 34.64%-18.1pp |
| Employer contribution / active EE | $1,809 | $2,872-37.0% | $4,593-60.6% | $1,891-4.4% |
| Participant deferral / active EE | $4,809 | $5,407-11.1% | $7,906-39.2% | $3,080+56.2% |
| Admin fee / account holder | $0 | $3,730-100.0% | $13,708-100.0% | $3,454-100.0% |