Filed April 22, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Direct Payment | $381,534 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,332 | $136,266+85.9% | $90,767+179.1% | $77,906+225.2% |
| Participation rate | 96.7% | 86.6%+10.0pp | 75.7%+21.0pp | 73.7%+23.0pp |
| Annual return | -2.60% | -11.32%+8.7pp | -12.16%+9.6pp | 12.16%-14.8pp |
| Employer contribution / active EE | $3,735 | $4,215-11.4% | $2,922+27.8% | $2,846+31.2% |
| Participant deferral / active EE | $8,362 | $6,353+31.6% | $4,565+83.2% | $4,805+74.0% |
| Admin fee / account holder | $204 | $399-48.9% | $8,445-97.6% | $133+53.6% |