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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,466 | $101,672-57.2% | $147,117-70.5% | $74,478-41.6% |
| Participation rate | 92.0% | 75.5%+16.4pp | 82.2%+9.8pp | 67.2%+24.7pp |
| Annual return | 16.75% | 8757.83%-8741.1pp | 420.54%-403.8pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $6,920 | $3,813+81.5% | $4,932+40.3% | $2,626+163.5% |
| Participant deferral / active EE | $13,083 | $7,305+79.1% | $8,065+62.2% | $4,350+200.7% |
| Admin fee / account holder | $39 | $1,753-97.8% | $12,993-99.7% | $1,946-98.0% |