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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $51,797 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,746 | $79,045+2.2% | $100,378-19.6% | $74,429+8.5% |
| Participation rate | 80.7% | 79.4%+1.3pp | 81.5%-0.8pp | 67.2%+13.5pp |
| Annual return | 11.89% | 20.61%-8.7pp | 49.41%-37.5pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,942-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $6,961 | $7,751-10.2% | $8,087-13.9% | $4,348+60.1% |
| Admin fee / account holder | $258 | $1,335-80.7% | $7,899-96.7% | $1,944-86.7% |