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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 | $49,933 |
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.)
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 | $84,242 | $57,312+47.0% | $86,617-2.7% | $75,181+12.1% |
| Participation rate | 67.0% | 63.2%+3.8pp | 71.7%-4.7pp | 67.2%-0.2pp |
| Annual return | 17.92% | 2672.78%-2654.9pp | 591.91%-574.0pp | 160.69%-142.8pp |
| Employer contribution / active EE | $1,924 | $2,315-16.9% | $3,023-36.4% | $2,671-28.0% |
| Participant deferral / active EE | $4,565 | $3,319+37.5% | $4,437+2.9% | $4,126+10.6% |
| Admin fee / account holder | $490 | $4,114-88.1% | $5,613-91.3% | $5,650-91.3% |