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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 | $88,186+2.6% | $165,071-45.2% | $74,459+21.5% |
| Participation rate | 91.9% | 73.1%+18.7pp | 78.6%+13.2pp | 67.2%+24.6pp |
| Annual return | 12.53% | 17.13%-4.6pp | 70.17%-57.6pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $1,872 | $2,600-28.0% | $4,347-56.9% | $2,626-28.7% |
| Participant deferral / active EE | $6,499 | $4,505+44.3% | $6,035+7.7% | $4,350+49.4% |
| Admin fee / account holder | $254 | $2,234-88.6% | $12,695-98.0% | $1,945-86.9% |