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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 87-3599091 | Other Services | $28,857 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $669 |
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 | $205,847 | $55,472+271.1% | $155,567+32.3% | $74,546+176.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.83% | 268.72%-254.9pp | 64.74%-50.9pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $9,056 | $2,269+299.1% | $4,674+93.7% | $2,624+245.1% |
| Participant deferral / active EE | $6,878 | $2,838+142.4% | $5,628+22.2% | $4,347+58.2% |
| Admin fee / account holder | $127 | $1,743-92.7% | $15,916-99.2% | $1,944-93.5% |