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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $3,880 |
Service code 27 1525 INTERNATIONAL PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $952 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,481 | $53,165+10.0% | $86,216-32.2% | $74,460-21.5% |
| Participation rate | 41.1% | 64.9%-23.7pp | 69.0%-27.8pp | 70.7%-29.6pp |
| Annual return | 152.23% | 22.64%+129.6pp | 1169.42%-1017.2pp | 34.38%+117.8pp |
| Employer contribution / active EE | $425 | $1,210-64.9% | $2,382-82.2% | $2,638-83.9% |
| Participant deferral / active EE | $1,767 | $3,234-45.4% | $3,986-55.7% | $4,530-61.0% |
| Admin fee / account holder | $27 | $551-95.0% | $6,853-99.6% | $348-92.1% |