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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AM Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $48,127 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,710 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,268 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,479 | $93,589-17.2% | $135,942-43.0% | $75,181+3.1% |
| Participation rate | 65.8% | 75.2%-9.4pp | 81.9%-16.1pp | 67.2%-1.4pp |
| Annual return | 14.37% | 30.90%-16.5pp | 68.28%-53.9pp | 160.69%-146.3pp |
| Employer contribution / active EE | $2,239 | $3,537-36.7% | $4,858-53.9% | $2,671-16.1% |
| Participant deferral / active EE | $10,594 | $6,405+65.4% | $7,759+36.5% | $4,126+156.8% |
| Admin fee / account holder | $643 | $6,977-90.8% | $10,764-94.0% | $5,650-88.6% |