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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 | $40,532 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,256 | $65,453+13.5% | $86,698-14.4% | $66,938+10.9% |
| Participation rate | 97.1% | 75.5%+21.7pp | 76.6%+20.6pp | 69.8%+27.3pp |
| Annual return | -18.35% | -10.89%-7.5pp | 35.95%-54.3pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,898 | $2,154-11.9% | $2,837-33.1% | $2,545-25.4% |
| Participant deferral / active EE | $6,779 | $4,102+65.3% | $4,656+45.6% | $4,238+60.0% |
| Admin fee / account holder | $227 | $642-64.7% | $7,493-97.0% | $594-61.8% |