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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,351 | $58,311+60.1% | $81,882+14.0% | $80,959+15.3% |
| Participation rate | 65.1% | 63.5%+1.6pp | 72.4%-7.3pp | 67.7%-2.6pp |
| Annual return | 13.11% | 41.85%-28.7pp | 779.47%-766.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,772 | $2,347+18.1% | $2,916-4.9% | $2,757+0.5% |
| Participant deferral / active EE | $6,086 | $3,287+85.2% | $4,323+40.8% | $4,300+41.5% |
| Admin fee / account holder | $542 | $4,752-88.6% | $7,360-92.6% | $6,925-92.2% |