| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $358,029 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,721 | $68,330-19.9% | $149,740-63.5% | $96,393-43.2% |
| Participation rate | 93.0% | 74.6%+18.4pp | 78.8%+14.2pp | 71.3%+21.7pp |
| Annual return | 16.43% | 29.64%-13.2pp | 134.51%-118.1pp | 22.88%-6.4pp |
| Employer contribution / active EE | $2,362 | $2,139+10.4% | $4,821-51.0% | $3,239-27.1% |
| Participant deferral / active EE | $4,383 | $4,422-0.9% | $5,683-22.9% | $5,455-19.7% |
| Admin fee / account holder | $13 | $52-75.2% | $13,222-99.9% | $74-82.5% |