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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 | $90,003-3.5% | $100,398-13.5% | $77,692+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 | 49.32%-31.6pp | 31.25%-13.6pp |
| Employer contribution / active EE | $3,681 | $3,043+20.9% | $3,946-6.7% | $2,726+35.0% |
| Participant deferral / active EE | $10,723 | $8,287+29.4% | $8,084+32.6% | $4,648+130.7% |
| Admin fee / account holder | $60 | $172-65.1% | $7,893-99.2% | $431-86.1% |