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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,625 | $62,715-49.6% | $104,301-69.7% | $66,938-52.8% |
| Participation rate | 30.3% | 59.6%-29.3pp | 73.3%-43.0pp | 69.8%-39.5pp |
| Annual return | -16.89% | -14.70%-2.2pp | 24.61%-41.5pp | 1.58%-18.5pp |
| Employer contribution / active EE | $610 | $1,976-69.1% | $3,373-81.9% | $2,545-76.0% |
| Participant deferral / active EE | $935 | $2,852-67.2% | $4,626-79.8% | $4,238-77.9% |
| Admin fee / account holder | $9 | $657-98.7% | $7,340-99.9% | $594-98.6% |