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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 | $3,908 |
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.
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 | $145,918 | $91,474+59.5% | $135,982+7.3% | $71,529+104.0% |
| Participation rate | 50.6% | 75.7%-25.1pp | 81.9%-31.3pp | 67.9%-17.3pp |
| Annual return | 27.88% | 29.89%-2.0pp | 68.32%-40.4pp | 28.97%-1.1pp |
| Employer contribution / active EE | $709 | $3,705-80.9% | $4,859-85.4% | $2,590-72.6% |
| Participant deferral / active EE | $3,363 | $7,095-52.6% | $7,760-56.7% | $4,291-21.6% |
| Admin fee / account holder | $33 | $1,267-97.4% | $10,767-99.7% | $1,588-97.9% |