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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 | $122,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,522 | $112,686-87.1% | $170,028-91.5% | $80,149-81.9% |
| Participation rate | 67.7% | 87.4%-19.7pp | 87.0%-19.3pp | 72.9%-5.2pp |
| Annual return | 28.35% | 67.04%-38.7pp | 53.39%-25.0pp | 40.39%-12.0pp |
| Employer contribution / active EE | $1,891 | $4,481-57.8% | $6,788-72.1% | $2,977-36.5% |
| Participant deferral / active EE | $6,229 | $7,876-20.9% | $10,409-40.2% | $5,015+24.2% |
| Admin fee / account holder | $64 | $99-35.8% | $12,820-99.5% | $145-56.1% |