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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $63,276 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $247 |
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 | $27,132 | $50,919-46.7% | $155,556-82.6% | $77,762-65.1% |
| Participation rate | 95.8% | 63.1%+32.7pp | 78.2%+17.5pp | 70.6%+25.2pp |
| Annual return | 14.36% | 34.84%-20.5pp | 64.84%-50.5pp | 31.27%-16.9pp |
| Employer contribution / active EE | $1,617 | $1,991-18.8% | $4,675-65.4% | $2,728-40.7% |
| Participant deferral / active EE | $3,492 | $2,824+23.6% | $5,631-38.0% | $4,651-24.9% |
| Admin fee / account holder | $144 | $437-66.9% | $15,885-99.1% | $433-66.7% |