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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $53,359 |
SAGEPOINT FINANCIAL INC5 years Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $29,792 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,821 |
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.)
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 | $82,446 | $71,142+15.9% | $119,634-31.1% | $64,824+27.2% |
| Participation rate | 64.7% | 78.6%-13.9pp | 79.3%-14.6pp | 71.5%-6.8pp |
| Annual return | -15.29% | -10.01%-5.3pp | -14.98%-0.3pp | 32.84%-48.1pp |
| Employer contribution / active EE | $1,911 | $2,497-23.5% | $4,232-54.8% | $2,507-23.8% |
| Participant deferral / active EE | $4,415 | $4,490-1.7% | $5,601-21.2% | $4,311+2.4% |
| Admin fee / account holder | $461 | $162+184.6% | $10,329-95.5% | $188+145.6% |