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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 | $8,902 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $2,844 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $404 |
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 | $37,823 | $37,440+1.0% | $77,081-50.9% | $66,930-43.5% |
| Participation rate | 18.4% | 52.9%-34.5pp | 67.9%-49.5pp | 69.8%-51.4pp |
| Annual return | -17.24% | -3.26%-14.0pp | 42.33%-59.6pp | 1.57%-18.8pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $2,813-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,092 | $2,620+18.0% | $4,428-30.2% | $4,238-27.0% |
| Admin fee / account holder | $434 | $568-23.6% | $5,427-92.0% | $593-26.9% |