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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 | $41,839 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,137 | $77,906-69.0% | $71,755-66.4% | $77,906-69.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 62.3%+37.7pp | 73.7%+26.3pp |
| Annual return | 5.70% | 12.16%-6.5pp | 9.09%-3.4pp | 12.16%-6.5pp |
| Employer contribution / active EE | $3,020 | $2,846+6.1% | $1,704+77.3% | $2,846+6.1% |
| Participant deferral / active EE | $1,493 | $4,805-68.9% | $2,656-43.8% | $4,805-68.9% |
| Admin fee / account holder | $11 | $133-91.7% | $3,972-99.7% | $133-91.7% |