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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 | $24,866 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,418 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,116 | $101,672-58.6% | $147,117-71.4% | $74,478-43.5% |
| Participation rate | 42.3% | 75.5%-33.2pp | 82.2%-39.9pp | 67.2%-24.9pp |
| Annual return | 14.79% | 8757.83%-8743.0pp | 420.54%-405.8pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $642 | $3,813-83.2% | $4,932-87.0% | $2,626-75.5% |
| Participant deferral / active EE | $5,610 | $7,305-23.2% | $8,065-30.4% | $4,350+28.9% |
| Admin fee / account holder | $171 | $1,753-90.2% | $12,993-98.7% | $1,946-91.2% |