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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,058 |
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 | $69,589 | $102,385-32.0% | $147,080-52.7% | $80,935-14.0% |
| Participation rate | 96.7% | 75.9%+20.8pp | 82.2%+14.5pp | 67.7%+29.0pp |
| Annual return | 22.45% | 135.09%-112.6pp | 420.17%-397.7pp | 35.66%-13.2pp |
| Employer contribution / active EE | $4,262 | $3,717+14.7% | $4,933-13.6% | $2,757+54.6% |
| Participant deferral / active EE | $10,537 | $6,651+58.4% | $8,066+30.6% | $4,299+145.1% |
| Admin fee / account holder | $32 | $7,951-99.6% | $12,989-99.8% | $6,924-99.5% |