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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,415 | $49,199-3.6% | $121,210-60.9% | $75,177-36.9% |
| Participation rate | 44.1% | 55.4%-11.3pp | 69.5%-25.5pp | 67.2%-23.1pp |
| Annual return | -7.35% | 56.04%-63.4pp | 987.41%-994.8pp | 160.75%-168.1pp |
| Employer contribution / active EE | $348 | $1,547-77.5% | $4,171-91.7% | $2,671-87.0% |
| Participant deferral / active EE | $2,022 | $2,630-23.1% | $4,084-50.5% | $4,126-51.0% |
| Admin fee / account holder | $384 | $3,946-90.3% | $5,647-93.2% | $5,651-93.2% |