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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 | $50,490 |
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 | $29,134 | $199,960-85.4% | $69,623-58.2% | $199,960-85.4% |
| Participation rate | 100.0% | 72.0%+28.0pp | 66.4%+33.6pp | 72.0%+28.0pp |
| Annual return | 10.66% | 34.28%-23.6pp | 101.23%-90.6pp | 34.28%-23.6pp |
| Employer contribution / active EE | $2,551 | $3,036-16.0% | $1,709+49.3% | $3,036-16.0% |
| Participant deferral / active EE | $1,756 | $5,087-65.5% | $2,890-39.2% | $5,087-65.5% |
| Admin fee / account holder | $12 | $269-95.5% | $4,696-99.7% | $269-95.5% |