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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 | $32,292 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,344 | $49,451+92.8% | $79,580+19.8% | $66,938+42.4% |
| Participation rate | 53.7% | 61.3%-7.6pp | 69.5%-15.7pp | 69.8%-16.1pp |
| Annual return | -13.74% | 84.25%-98.0pp | 0.15%-13.9pp | 1.58%-15.3pp |
| Employer contribution / active EE | $764 | $1,266-39.7% | $2,413-68.4% | $2,545-70.0% |
| Participant deferral / active EE | $5,445 | $3,159+72.4% | $3,985+36.6% | $4,238+28.5% |
| Admin fee / account holder | $305 | $595-48.8% | $6,835-95.5% | $594-48.7% |