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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,067 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $63,194 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 009083928 | Contract Administrator | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,372 | $66,486-57.3% | $81,370-65.1% | $77,762-63.5% |
| Participation rate | 74.8% | 68.7%+6.1pp | 69.5%+5.2pp | 70.6%+4.2pp |
| Annual return | 11.59% | 15.95%-4.4pp | 24.85%-13.3pp | 31.27%-19.7pp |
| Employer contribution / active EE | $833 | $2,158-61.4% | $2,464-66.2% | $2,728-69.5% |
| Participant deferral / active EE | $1,729 | $3,677-53.0% | $3,885-55.5% | $4,651-62.8% |
| Admin fee / account holder | $135 | $586-77.0% | $5,749-97.7% | $433-68.9% |