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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 | $122,128-21.4% | $147,117-34.8% | $200,096-52.0% |
| Participation rate | 80.3% | 78.2%+2.1pp | 82.2%-1.9pp | 72.0%+8.3pp |
| Annual return | 17.74% | 30.58%-12.8pp | 420.54%-402.8pp | 34.26%-16.5pp |
| Employer contribution / active EE | $5,086 | $4,093+24.3% | $4,932+3.1% | $3,038+67.4% |
| Participant deferral / active EE | $9,682 | $8,484+14.1% | $8,065+20.1% | $5,090+90.2% |
| Admin fee / account holder | $45 | $180-74.8% | $12,993-99.7% | $269-83.2% |