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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $101,317 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $24,588 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,762 | $72,303-7.7% | $86,698-23.0% | $64,824+3.0% |
| Participation rate | 91.4% | 80.4%+11.0pp | 76.6%+14.8pp | 71.5%+20.0pp |
| Annual return | -17.75% | 392.77%-410.5pp | 35.96%-53.7pp | 32.84%-50.6pp |
| Employer contribution / active EE | $1,938 | $2,393-19.0% | $2,837-31.7% | $2,507-22.7% |
| Participant deferral / active EE | $5,863 | $4,660+25.8% | $4,656+25.9% | $4,311+36.0% |
| Admin fee / account holder | $152 | $174-12.8% | $7,492-98.0% | $188-19.2% |