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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 | $50,192+115.8% | $108,359-0.1% | $64,728+67.3% |
| Participation rate | 41.9% | 41.8%+0.1pp | 70.1%-28.2pp | 57.9%-16.0pp |
| Annual return | 15.76% | 14.22%+1.5pp | 36.89%-21.1pp | 49.38%-33.6pp |
| Employer contribution / active EE | $899 | $1,117-19.5% | $2,399-62.5% | $2,243-59.9% |
| Participant deferral / active EE | $3,178 | $1,676+89.6% | $4,137-23.2% | $2,729+16.4% |
| Admin fee / account holder | $306 | $2,161-85.8% | $9,741-96.9% | $1,145-73.3% |