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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,766 |
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 | $34,204 | $122,042-72.0% | $184,260-81.4% | $74,459-54.1% |
| Participation rate | 94.1% | 85.5%+8.6pp | 86.8%+7.2pp | 67.2%+26.8pp |
| Annual return | 71.04% | 19.91%+51.1pp | 28.84%+42.2pp | 1369.70%-1298.7pp |
| Employer contribution / active EE | $3,561 | $4,537-21.5% | $6,427-44.6% | $2,626+35.6% |
| Participant deferral / active EE | $11,544 | $7,143+61.6% | $9,133+26.4% | $4,350+165.4% |
| Admin fee / account holder | $23 | $1,252-98.1% | $13,898-99.8% | $1,945-98.8% |