Filed January 19, 2024 (most recent of 2 filings on file)
Total covered: 9 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 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $781 |
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 | $64,839 | $72,303-10.3% | $86,698-25.2% | $64,8240% |
| Participation rate | 99.6% | 80.4%+19.2pp | 76.6%+23.0pp | 71.5%+28.1pp |
| Annual return | -16.91% | 392.77%-409.7pp | 35.96%-52.9pp | 32.84%-49.8pp |
| Employer contribution / active EE | $9,054 | $2,393+278.4% | $2,837+219.2% | $2,507+261.1% |
| Participant deferral / active EE | $3,196 | $4,660-31.4% | $4,656-31.4% | $4,311-25.9% |
| Admin fee / account holder | $1 | $174-99.3% | $7,492-100.0% | $188-99.4% |