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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 | $35,494 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,461 | $86,897-76.5% | $151,628-86.5% | $64,814-68.4% |
| Participation rate | 89.5% | 87.3%+2.3pp | 87.5%+2.0pp | 71.5%+18.1pp |
| Annual return | -14.89% | -3.57%-11.3pp | 3.34%-18.2pp | 32.84%-47.7pp |
| Employer contribution / active EE | $10 | $4,010-99.8% | $6,165-99.8% | $2,507-99.6% |
| Participant deferral / active EE | $18,164 | $6,690+171.5% | $8,363+117.2% | $4,310+321.4% |
| Admin fee / account holder | $81 | $153-46.9% | $11,613-99.3% | $188-56.8% |