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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $37,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,510 |
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 | $90,453 | $88,117+2.7% | $164,928-45.2% | $74,400+21.6% |
| Participation rate | 91.9% | 73.1%+18.8pp | 78.6%+13.2pp | 67.2%+24.6pp |
| Annual return | 12.53% | 17.27%-4.7pp | 70.08%-57.5pp | 1367.51%-1355.0pp |
| Employer contribution / active EE | $1,872 | $2,596-27.9% | $4,343-56.9% | $2,624-28.7% |
| Participant deferral / active EE | $6,499 | $4,501+44.4% | $6,034+7.7% | $4,348+49.5% |
| Admin fee / account holder | $254 | $2,230-88.6% | $12,684-98.0% | $1,944-86.9% |