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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 | $50,820-46.6% | $155,567-82.6% | $77,671-65.1% |
| Participation rate | 95.8% | 63.1%+32.6pp | 78.2%+17.6pp | 70.6%+25.2pp |
| Annual return | 14.36% | 34.85%-20.5pp | 64.74%-50.4pp | 31.21%-16.9pp |
| Employer contribution / active EE | $1,617 | $1,993-18.8% | $4,674-65.4% | $2,726-40.7% |
| Participant deferral / active EE | $3,492 | $2,823+23.7% | $5,628-38.0% | $4,648-24.9% |
| Admin fee / account holder | $144 | $436-66.9% | $15,916-99.1% | $430-66.5% |