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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $97,541 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,255 | $89,435-5.8% | $164,975-48.9% | $77,714+8.4% |
| Participation rate | 66.9% | 78.6%-11.7pp | 78.6%-11.7pp | 70.6%-3.7pp |
| Annual return | 17.57% | 28.82%-11.2pp | 70.12%-52.5pp | 31.26%-13.7pp |
| Employer contribution / active EE | $291 | $2,563-88.7% | $4,343-93.3% | $2,727-89.3% |
| Participant deferral / active EE | $3,590 | $4,901-26.8% | $6,033-40.5% | $4,649-22.8% |
| Admin fee / account holder | $357 | $340+5.2% | $12,688-97.2% | $433-17.5% |