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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 04-1590850 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,162 |
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 | $107,854 | $86,692+24.4% | $119,634-9.8% | $66,949+61.1% |
| Participation rate | 60.7% | 75.6%-14.9pp | 79.3%-18.6pp | 69.8%-9.1pp |
| Annual return | -11.98% | -8.00%-4.0pp | -14.98%+3.0pp | 1.57%-13.5pp |
| Employer contribution / active EE | $3,823 | $2,536+50.7% | $4,232-9.7% | $2,545+50.2% |
| Participant deferral / active EE | $5,040 | $4,360+15.6% | $5,601-10.0% | $4,239+18.9% |
| Admin fee / account holder | $23 | $755-96.9% | $10,329-99.8% | $594-96.1% |