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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 | $17,888 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,285 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,002 | $65,960-66.6% | $81,882-73.1% | $77,762-71.7% |
| Participation rate | 0.0% | 65.8%-65.8pp | 72.4%-72.4pp | 70.6%-70.6pp |
| Annual return | -29.90% | 26.64%-56.5pp | 779.47%-809.4pp | 31.27%-61.2pp |
| Employer contribution / active EE | $863 | $2,375-63.7% | $2,916-70.4% | $2,728-68.4% |
| Participant deferral / active EE | $4,764 | $3,505+35.9% | $4,323+10.2% | $4,651+2.4% |
| Admin fee / account holder | $21,173 | $526+3921.5% | $7,360+187.7% | $433+4791.0% |