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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 | $17,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,961 | $47,163-81.0% | $149,696-94.0% | $74,460-88.0% |
| Participation rate | 57.7% | 63.4%-5.7pp | 78.8%-21.0pp | 70.7%-13.0pp |
| Annual return | 73.03% | 22.75%+50.3pp | 134.46%-61.4pp | 34.38%+38.6pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,189 | $2,730-19.8% | $5,682-61.5% | $4,530-51.7% |
| Admin fee / account holder | $53 | $343-84.5% | $13,212-99.6% | $348-84.7% |