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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $130,080 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $67,616 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ CINCINNATI OH · CINCINNATI, OH 45263 | Advisory (Plan) | $31,553 |
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 | $71,312 | $49,940+42.8% | $95,740-25.5% | $74,460-4.2% |
| Participation rate | 51.1% | 66.8%-15.7pp | 72.3%-21.2pp | 70.7%-19.7pp |
| Annual return | 12.73% | 24.92%-12.2pp | 28.41%-15.7pp | 34.38%-21.7pp |
| Employer contribution / active EE | $1,153 | $1,639-29.6% | $2,836-59.3% | $2,638-56.3% |
| Participant deferral / active EE | $2,370 | $3,753-36.9% | $4,244-44.2% | $4,530-47.7% |
| Admin fee / account holder | $339 | $300+13.1% | $5,676-94.0% | $348-2.5% |