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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 | $61,698 |
APW CAPITAL INC5 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $41,369 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,624 | $84,499+12.0% | $125,391-24.5% | $66,949+41.3% |
| Participation rate | 69.9% | 76.4%-6.5pp | 82.4%-12.4pp | 69.8%+0.1pp |
| Annual return | -16.78% | -8.49%-8.3pp | 572.41%-589.2pp | 1.57%-18.3pp |
| Employer contribution / active EE | $881 | $3,554-75.2% | $4,816-81.7% | $2,545-65.4% |
| Participant deferral / active EE | $8,151 | $6,785+20.1% | $7,448+9.4% | $4,239+92.3% |
| Admin fee / account holder | $404 | $685-41.0% | $10,009-96.0% | $594-31.9% |