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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 | $19,196 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $603 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,138 | $50,902-56.5% | $155,534-85.8% | $77,736-71.5% |
| Participation rate | 53.6% | 63.1%-9.5pp | 78.2%-24.6pp | 70.6%-17.0pp |
| Annual return | 20.62% | 34.85%-14.2pp | 64.92%-44.3pp | 31.26%-10.6pp |
| Employer contribution / active EE | $589 | $1,991-70.4% | $4,675-87.4% | $2,728-78.4% |
| Participant deferral / active EE | $1,686 | $2,824-40.3% | $5,630-70.1% | $4,651-63.7% |
| Admin fee / account holder | $57 | $437-87.1% | $15,900-99.6% | $433-86.9% |