Filed May 9, 2018 (most recent of 2 filings on file)
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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 | $52,665 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $13,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,935 | $50,815-62.7% | $155,509-87.8% | $77,643-75.6% |
| Participation rate | 95.1% | 63.1%+32.0pp | 78.2%+16.9pp | 70.6%+24.6pp |
| Annual return | 14.01% | 34.80%-20.8pp | 64.67%-50.7pp | 31.24%-17.2pp |
| Employer contribution / active EE | $925 | $1,993-53.6% | $4,672-80.2% | $2,726-66.1% |
| Participant deferral / active EE | $3,164 | $2,822+12.1% | $5,626-43.8% | $4,647-31.9% |
| Admin fee / account holder | $98 | $437-77.7% | $15,912-99.4% | $430-77.3% |