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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 | $65,946+68.4% | $81,783+35.8% | $77,671+43.0% |
| Participation rate | 96.5% | 65.8%+30.7pp | 72.4%+24.1pp | 70.6%+25.9pp |
| Annual return | 12.49% | 26.65%-14.2pp | 775.05%-762.6pp | 31.21%-18.7pp |
| Employer contribution / active EE | $2,817 | $2,371+18.8% | $2,913-3.3% | $2,726+3.3% |
| Participant deferral / active EE | $5,635 | $3,507+60.7% | $4,320+30.4% | $4,648+21.2% |
| Admin fee / account holder | $292 | $527-44.6% | $7,380-96.0% | $430-32.1% |