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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,132 | $95,369-67.4% | $135,942-77.1% | $74,440-58.2% |
| Participation rate | 64.6% | 78.2%-13.6pp | 81.9%-17.3pp | 70.7%-6.1pp |
| Annual return | 20.29% | 32.72%-12.4pp | 68.28%-48.0pp | 34.37%-14.1pp |
| Employer contribution / active EE | $2,100 | $3,878-45.8% | $4,858-56.8% | $2,638-20.4% |
| Participant deferral / active EE | $5,115 | $7,788-34.3% | $7,759-34.1% | $4,529+12.9% |
| Admin fee / account holder | $56 | $266-78.9% | $10,764-99.5% | $348-83.9% |