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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,055 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,246 | $88,203-92.9% | $165,100-96.2% | $74,478-91.6% |
| Participation rate | 95.5% | 73.1%+22.4pp | 78.6%+16.9pp | 67.2%+28.3pp |
| Annual return | 9.87% | 17.13%-7.3pp | 70.21%-60.3pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $1,253 | $2,601-51.8% | $4,348-71.2% | $2,626-52.3% |
| Participant deferral / active EE | $2,715 | $4,505-39.7% | $6,035-55.0% | $4,350-37.6% |
| Admin fee / account holder | $15 | $2,235-99.3% | $12,696-99.9% | $1,946-99.2% |