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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 | $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 | $57,396 | $101,653-43.5% | $147,080-61.0% | $74,459-22.9% |
| Participation rate | 97.5% | 75.6%+22.0pp | 82.2%+15.3pp | 67.2%+30.3pp |
| Annual return | 16.14% | 8754.98%-8738.8pp | 420.17%-404.0pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $1,716 | $3,813-55.0% | $4,933-65.2% | $2,626-34.7% |
| Participant deferral / active EE | $4,653 | $7,304-36.3% | $8,066-42.3% | $4,350+7.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |