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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 | $101,539-57.2% | $147,041-70.4% | $74,400-41.6% |
| Participation rate | 92.0% | 75.5%+16.4pp | 82.2%+9.8pp | 67.2%+24.8pp |
| Annual return | 16.75% | 8740.84%-8724.1pp | 419.21%-402.5pp | 1367.51%-1350.8pp |
| Employer contribution / active EE | $6,920 | $3,811+81.6% | $4,935+40.2% | $2,624+163.7% |
| Participant deferral / active EE | $13,083 | $7,304+79.1% | $8,071+62.1% | $4,348+200.9% |
| Admin fee / account holder | $39 | $1,749-97.8% | $13,006-99.7% | $1,944-98.0% |