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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Float revenue | $21,625 |
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).
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 | $29,269 | $76,112-61.5% | $96,534-69.7% | $71,511-59.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | -9.33% | 22.81%-32.1pp | 25.88%-35.2pp | 28.86%-38.2pp |
| Employer contribution / active EE | $731 | $2,248-67.5% | $2,965-75.4% | $2,589-71.8% |
| Participant deferral / active EE | $3,834 | $4,217-9.1% | $4,851-21.0% | $4,291-10.6% |
| Admin fee / account holder | $87 | $2,708-96.8% | $8,253-98.9% | $1,588-94.5% |