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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 | $3,886 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,761 | $27,826+17.7% | $65,328-49.9% | $71,495-54.2% |
| Participation rate | 51.2% | 57.6%-6.4pp | 64.9%-13.7pp | 67.9%-16.7pp |
| Annual return | 0.00% | 41.56%-41.6pp | 47.39%-47.4pp | 28.85%-28.9pp |
| Employer contribution / active EE | $0 | $1,405-100.0% | $1,692-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $7,720 | $1,861+314.8% | $2,832+172.6% | $4,291+79.9% |
| Admin fee / account holder | $29 | $3,850-99.2% | $4,116-99.3% | $1,588-98.2% |