| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $369,117 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,559 | $73,283-24.2% | $155,556-64.3% | $106,553-47.9% |
| Participation rate | 89.2% | 73.3%+15.9pp | 78.2%+11.0pp | 69.8%+19.3pp |
| Annual return | 14.71% | 15.76%-1.0pp | 64.84%-50.1pp | 17.37%-2.7pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,675-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $5,976 | $4,567+30.9% | $5,631+6.1% | $5,562+7.4% |
| Admin fee / account holder | $9 | $56-83.1% | $15,885-99.9% | $80-88.1% |