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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,150 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $5,320 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,285 | $88,137-42.9% | $164,975-69.5% | $74,429-32.4% |
| Participation rate | 67.9% | 73.1%-5.3pp | 78.6%-10.8pp | 67.2%+0.6pp |
| Annual return | 10.29% | 17.13%-6.8pp | 70.12%-59.8pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $1,448 | $2,597-44.3% | $4,343-66.7% | $2,625-44.9% |
| Participant deferral / active EE | $2,778 | $4,501-38.3% | $6,033-54.0% | $4,348-36.1% |
| Admin fee / account holder | $211 | $2,231-90.5% | $12,688-98.3% | $1,944-89.1% |