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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,320 | $83,090-20.2% | $130,062-49.0% | $71,529-7.3% |
| Participation rate | 57.4% | 74.1%-16.7pp | 78.5%-21.1pp | 67.9%-10.5pp |
| Annual return | 10.99% | 20.61%-9.6pp | -137.37%+148.4pp | 28.97%-18.0pp |
| Employer contribution / active EE | $1,078 | $2,624-58.9% | $4,322-75.1% | $2,590-58.4% |
| Participant deferral / active EE | $2,519 | $4,436-43.2% | $5,821-56.7% | $4,291-41.3% |
| Admin fee / account holder | $13 | $1,727-99.2% | $10,601-99.9% | $1,588-99.2% |