Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,788 |
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 | $27,645 | $82,188-66.4% | $125,391-78.0% | $64,824-57.4% |
| Participation rate | 74.1% | 77.9%-3.8pp | 82.4%-8.3pp | 71.5%+2.6pp |
| Annual return | -4.98% | 3.50%-8.5pp | 572.41%-577.4pp | 32.84%-37.8pp |
| Employer contribution / active EE | $1,829 | $3,617-49.4% | $4,816-62.0% | $2,507-27.0% |
| Participant deferral / active EE | $7,665 | $7,177+6.8% | $7,448+2.9% | $4,311+77.8% |
| Admin fee / account holder | $51 | $163-68.7% | $10,009-99.5% | $188-72.8% |