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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,456 |
Service code 99 PO BOX 30918 · BILLINGS, MT 59116 | Other Fees | $35,584 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,290 | $56,047+93.2% | $98,716+9.7% | $79,634+36.0% |
| Participation rate | 41.9% | 54.6%-12.7pp | 69.3%-27.4pp | 62.5%-20.6pp |
| Annual return | 15.76% | 17.58%-1.8pp | 31.81%-16.0pp | 36.46%-20.7pp |
| Employer contribution / active EE | $899 | $1,237-27.3% | $2,279-60.5% | $2,529-64.4% |
| Participant deferral / active EE | $3,178 | $2,469+28.7% | $4,048-21.5% | $3,835-17.1% |
| Admin fee / account holder | $306 | $1,512-79.8% | $8,703-96.5% | $1,002-69.5% |