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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 | $91,120-48.4% | $161,149-70.8% | $64,097-26.7% |
| Participation rate | 65.2% | 62.2%+3.0pp | 78.8%-13.6pp | 55.2%+10.0pp |
| Annual return | 5.03% | 17.95%-12.9pp | 21.16%-16.1pp | 34.64%-29.6pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $4,360-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,520 | $3,708-32.1% | $6,153-59.0% | $3,080-18.2% |
| Admin fee / account holder | $244 | $4,535-94.6% | $15,194-98.4% | $3,454-92.9% |