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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 | $9,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $50,898 | $51,223-0.6% | $82,763-38.5% | $66,949-24.0% |
| Participation rate | 31.7% | 67.9%-36.2pp | 72.6%-40.8pp | 69.8%-38.1pp |
| Annual return | -17.53% | -9.85%-7.7pp | 702.45%-720.0pp | 1.57%-19.1pp |
| Employer contribution / active EE | $225 | $2,611-91.4% | $3,008-92.5% | $2,545-91.2% |
| Participant deferral / active EE | $1,235 | $3,460-64.3% | $4,395-71.9% | $4,239-70.9% |
| Admin fee / account holder | $241 | $415-41.9% | $5,325-95.5% | $594-59.4% |