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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 | $10,748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,585 | $73,839-77.5% | $143,788-88.5% | $68,495-75.8% |
| Participation rate | 44.4% | 66.7%-22.2pp | 80.3%-35.9pp | 67.9%-23.4pp |
| Annual return | -22.09% | 1.01%-23.1pp | -0.03%-22.1pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,628 | $3,184-48.9% | $4,952-67.1% | $2,596-37.3% |
| Participant deferral / active EE | $3,121 | $3,384-7.8% | $5,638-44.6% | $4,028-22.5% |
| Admin fee / account holder | $182 | $5,755-96.8% | $14,675-98.8% | $5,403-96.6% |