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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 | $94,699-50.4% | $185,441-74.7% | $65,306-28.0% |
| Participation rate | 65.2% | 64.2%+1.0pp | 80.3%-15.0pp | 57.7%+7.5pp |
| Annual return | 5.03% | 16.71%-11.7pp | 20.16%-15.1pp | 21.94%-16.9pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,672-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,520 | $3,568-29.4% | $6,152-59.0% | $2,959-14.9% |
| Admin fee / account holder | $244 | $4,797-94.9% | $17,890-98.6% | $3,480-93.0% |