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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 | $89,465-5.8% | $165,100-49.0% | $77,762+8.4% |
| Participation rate | 66.9% | 78.6%-11.8pp | 78.6%-11.7pp | 70.6%-3.7pp |
| Annual return | 17.57% | 28.86%-11.3pp | 70.21%-52.6pp | 31.27%-13.7pp |
| Employer contribution / active EE | $291 | $2,565-88.7% | $4,348-93.3% | $2,728-89.3% |
| Participant deferral / active EE | $3,590 | $4,904-26.8% | $6,035-40.5% | $4,651-22.8% |
| Admin fee / account holder | $357 | $340+5.1% | $12,696-97.2% | $433-17.5% |