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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 | $26,865 |
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 | $100,533 | $59,456+69.1% | $93,669+7.3% | $74,429+35.1% |
| Participation rate | 97.1% | 59.6%+37.4pp | 68.7%+28.4pp | 67.2%+29.9pp |
| Annual return | 11.57% | 82.00%-70.4pp | 133.59%-122.0pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $2,392 | $1,266+89.0% | $2,424-1.3% | $2,625-8.9% |
| Participant deferral / active EE | $6,235 | $3,052+104.3% | $4,416+41.2% | $4,348+43.4% |
| Admin fee / account holder | $134 | $3,026-95.6% | $8,291-98.4% | $1,944-93.1% |