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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 | $24,805 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,733 |
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.
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 | $32,413 | $84,499-61.6% | $125,391-74.2% | $66,949-51.6% |
| Participation rate | 37.2% | 76.4%-39.3pp | 82.4%-45.2pp | 69.8%-32.7pp |
| Annual return | -16.96% | -8.49%-8.5pp | 572.41%-589.4pp | 1.57%-18.5pp |
| Employer contribution / active EE | $442 | $3,554-87.6% | $4,816-90.8% | $2,545-82.6% |
| Participant deferral / active EE | $4,148 | $6,785-38.9% | $7,448-44.3% | $4,239-2.2% |
| Admin fee / account holder | $136 | $685-80.2% | $10,009-98.6% | $594-77.2% |