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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 | $520 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,772 | $65,437+78.4% | $86,698+34.7% | $66,949+74.4% |
| Participation rate | 72.2% | 75.5%-3.3pp | 76.6%-4.4pp | 69.8%+2.4pp |
| Annual return | -15.34% | -10.91%-4.4pp | 35.96%-51.3pp | 1.57%-16.9pp |
| Employer contribution / active EE | $727 | $2,154-66.3% | $2,837-74.4% | $2,545-71.4% |
| Participant deferral / active EE | $5,595 | $4,102+36.4% | $4,656+20.2% | $4,239+32.0% |
| Admin fee / account holder | $5 | $642-99.2% | $7,492-99.9% | $594-99.1% |