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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,597 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,849 | $63,442-73.4% | $68,794-75.5% | $66,930-74.8% |
| Participation rate | 94.0% | 60.0%+34.1pp | 69.0%+25.0pp | 69.8%+24.2pp |
| Annual return | 0.00% | -8.29%+8.3pp | -6.37%+6.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $2,030 | $1,775+14.4% | $2,656-23.6% | $2,545-20.2% |
| Participant deferral / active EE | $3,113 | $2,945+5.7% | $3,941-21.0% | $4,238-26.5% |
| Admin fee / account holder | $40 | $577-93.0% | $4,934-99.2% | $593-93.2% |