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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 | $27,253 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,964 | $58,292-84.6% | $86,640-89.7% | $71,511-87.5% |
| Participation rate | 88.5% | 65.0%+23.5pp | 71.7%+16.8pp | 67.9%+20.6pp |
| Annual return | 25.52% | 21.63%+3.9pp | 592.52%-567.0pp | 28.86%-3.3pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,024-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $6,330 | $3,438+84.1% | $4,438+42.6% | $4,291+47.5% |
| Admin fee / account holder | $73 | $1,057-93.1% | $5,616-98.7% | $1,588-95.4% |