Filed August 6, 2021
Total covered: 26 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,289 |
Annual investment return 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 | $17,635 | $50,151-64.8% | $149,696-88.2% | $80,157-78.0% |
| Participation rate | 85.8% | 64.3%+21.5pp | 78.8%+7.1pp | 72.9%+12.9pp |
| Annual return | 13.95% | 29.80%-15.9pp | 134.46%-120.5pp | 40.39%-26.4pp |
| Employer contribution / active EE | $586 | $1,867-68.6% | $4,821-87.8% | $2,977-80.3% |
| Participant deferral / active EE | $1,689 | $3,194-47.1% | $5,682-70.3% | $5,015-66.3% |
| Admin fee / account holder | $49 | $153-67.7% | $13,212-99.6% | $145-66.0% |