| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $364,983 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,280 | $73,283-20.5% | $155,556-62.5% | $106,553-45.3% |
| Participation rate | 82.6% | 73.3%+9.4pp | 78.2%+4.4pp | 69.8%+12.8pp |
| Annual return | 12.79% | 15.76%-3.0pp | 64.84%-52.0pp | 17.37%-4.6pp |
| Employer contribution / active EE | $1,976 | $2,241-11.8% | $4,675-57.7% | $3,359-41.2% |
| Participant deferral / active EE | $3,954 | $4,567-13.4% | $5,631-29.8% | $5,562-28.9% |
| Admin fee / account holder | $17 | $56-69.3% | $15,885-99.9% | $80-78.4% |