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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 | $144,950 |
FASCORE, LLC9 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,409 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,049 | $65,960+68.4% | $81,844+35.7% | $77,736+42.9% |
| Participation rate | 96.5% | 65.8%+30.7pp | 72.4%+24.1pp | 70.6%+25.9pp |
| Annual return | 12.49% | 26.64%-14.1pp | 778.87%-766.4pp | 31.26%-18.8pp |
| Employer contribution / active EE | $2,817 | $2,375+18.6% | $2,916-3.4% | $2,728+3.3% |
| Participant deferral / active EE | $5,635 | $3,505+60.8% | $4,323+30.3% | $4,651+21.2% |
| Admin fee / account holder | $292 | $526-44.5% | $7,355-96.0% | $433-32.6% |