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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,810 |
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 | $41,363 | $95,438-56.7% | $135,982-69.6% | $74,473-44.5% |
| Participation rate | 78.8% | 78.2%+0.6pp | 81.9%-3.1pp | 70.7%+8.1pp |
| Annual return | 33.50% | 32.61%+0.9pp | 68.32%-34.8pp | 34.36%-0.9pp |
| Employer contribution / active EE | $2,379 | $3,878-38.6% | $4,859-51.0% | $2,638-9.8% |
| Participant deferral / active EE | $9,493 | $7,790+21.9% | $7,760+22.3% | $4,530+109.5% |
| Admin fee / account holder | $83 | $259-68.1% | $10,767-99.2% | $347-76.2% |