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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 | $138,217 |
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 | $95,982 | $122,219-21.5% | $147,096-34.7% | $199,921-52.0% |
| Participation rate | 80.3% | 78.3%+2.1pp | 82.2%-1.9pp | 72.0%+8.3pp |
| Annual return | 17.74% | 30.59%-12.8pp | 419.75%-402.0pp | 34.28%-16.5pp |
| Employer contribution / active EE | $5,086 | $4,096+24.2% | $4,936+3.0% | $3,035+67.6% |
| Participant deferral / active EE | $9,682 | $8,503+13.9% | $8,071+20.0% | $5,089+90.3% |
| Admin fee / account holder | $45 | $179-74.8% | $13,005-99.7% | $269-83.2% |