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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 | $12,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,222 | $59,456-32.4% | $93,669-57.1% | $74,429-46.0% |
| Participation rate | 56.7% | 59.6%-3.0pp | 68.7%-12.1pp | 67.2%-10.5pp |
| Annual return | 12.04% | 82.00%-70.0pp | 133.59%-121.6pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $2,031 | $1,266+60.5% | $2,424-16.2% | $2,625-22.6% |
| Participant deferral / active EE | $3,634 | $3,052+19.1% | $4,416-17.7% | $4,348-16.4% |
| Admin fee / account holder | $86 | $3,026-97.2% | $8,291-99.0% | $1,944-95.6% |