Filed November 4, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $38,354 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,561 | $99,442-7.9% | $113,397-19.3% | $71,012+28.9% |
| Participation rate | 50.9% | 78.9%-28.1pp | 76.5%-25.6pp | 58.6%-7.7pp |
| Annual return | 17.22% | 17.93%-0.7pp | 23.20%-6.0pp | 37.67%-20.4pp |
| Employer contribution / active EE | $1,167 | $3,068-62.0% | $2,977-60.8% | $2,348-50.3% |
| Participant deferral / active EE | $3,884 | $4,915-21.0% | $5,076-23.5% | $3,246+19.7% |
| Admin fee / account holder | $81 | $535-84.9% | $11,957-99.3% | $1,167-93.1% |