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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 | $14,854 |
Service code 28 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Investment Management | $5,044 |
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.
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 | $25,284 | $101,539-75.1% | $147,041-82.8% | $74,400-66.0% |
| Participation rate | 68.4% | 75.5%-7.1pp | 82.2%-13.7pp | 67.2%+1.2pp |
| Annual return | -9.94% | 8740.84%-8750.8pp | 419.21%-429.2pp | 1367.51%-1377.5pp |
| Employer contribution / active EE | $2,245 | $3,811-41.1% | $4,935-54.5% | $2,624-14.5% |
| Participant deferral / active EE | $3,865 | $7,304-47.1% | $8,071-52.1% | $4,348-11.1% |
| Admin fee / account holder | $80 | $1,749-95.4% | $13,006-99.4% | $1,944-95.9% |