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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 | $55,423+271.4% | $155,602+32.3% | $74,400+176.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.83% | 269.07%-255.2pp | 64.81%-51.0pp | 1367.51%-1353.7pp |
| Employer contribution / active EE | $9,056 | $2,266+299.7% | $4,675+93.7% | $2,624+245.1% |
| Participant deferral / active EE | $6,878 | $2,835+142.7% | $5,629+22.2% | $4,348+58.2% |
| Admin fee / account holder | $127 | $1,744-92.7% | $15,923-99.2% | $1,944-93.5% |