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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 | $32,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,994 | $91,760-48.8% | $156,181-69.9% | $67,986-30.9% |
| Participation rate | 65.2% | 65.0%+0.2pp | 78.8%-13.6pp | 57.2%+8.0pp |
| Annual return | 5.03% | 18.14%-13.1pp | 64.87%-59.8pp | 31.67%-26.6pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,520 | $3,960-36.4% | $6,132-58.9% | $3,358-25.0% |
| Admin fee / account holder | $244 | $3,949-93.8% | $14,586-98.3% | $3,203-92.4% |