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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 | $46,137 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
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 | $86,890 | $90,064-3.5% | $100,378-13.4% | $77,714+11.8% |
| Participation rate | 98.3% | 81.3%+17.0pp | 81.5%+16.8pp | 70.6%+27.7pp |
| Annual return | 17.69% | 20.61%-2.9pp | 49.41%-31.7pp | 31.26%-13.6pp |
| Employer contribution / active EE | $3,681 | $3,043+20.9% | $3,942-6.6% | $2,727+35.0% |
| Participant deferral / active EE | $10,723 | $8,282+29.5% | $8,087+32.6% | $4,649+130.6% |
| Admin fee / account holder | $60 | $172-65.2% | $7,899-99.2% | $433-86.2% |