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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,193 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,262 | $102,382-80.2% | $147,005-86.2% | $80,874-74.9% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.1pp | 67.6%+24.7pp |
| Annual return | 14.56% | 134.89%-120.3pp | 418.76%-404.2pp | 35.62%-21.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,090 | $6,646-8.4% | $8,070-24.5% | $4,297+41.7% |
| Admin fee / account holder | $123 | $7,942-98.5% | $13,006-99.1% | $6,935-98.2% |