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 | $344,259 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,898 | $104,631+147.4% | $98,439+163.0% | $80,160+223.0% |
| Participation rate | 94.5% | 87.5%+7.0pp | 75.2%+19.4pp | 72.9%+21.6pp |
| Annual return | 7.27% | 34.72%-27.4pp | 21.16%-13.9pp | 40.38%-33.1pp |
| Employer contribution / active EE | $4,196 | $4,517-7.1% | $3,048+37.7% | $2,978+40.9% |
| Participant deferral / active EE | $8,316 | $6,545+27.1% | $4,738+75.5% | $5,017+65.8% |
| Admin fee / account holder | $179 | $105+70.4% | $8,948-98.0% | $145+23.3% |