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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 | $35,415 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,714 | $61,356+196.2% | $149,696+21.4% | $71,511+154.1% |
| Participation rate | 92.6% | 62.5%+30.0pp | 78.8%+13.8pp | 67.9%+24.6pp |
| Annual return | 13.97% | 35.86%-21.9pp | 134.46%-120.5pp | 28.86%-14.9pp |
| Employer contribution / active EE | $10,159 | $2,382+326.5% | $4,821+110.7% | $2,589+292.4% |
| Participant deferral / active EE | $5,592 | $2,920+91.5% | $5,682-1.6% | $4,291+30.3% |
| Admin fee / account holder | $175 | $1,263-86.1% | $13,212-98.7% | $1,588-89.0% |