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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,570 |
INFINEX INVESTMENTS INC5 years Service code 55 538 PRESTON AVE · MRIDEN, CT 064504858 | Other Commissions | $18,496 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,343 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,623 | $73,019-7.4% | $90,766-25.5% | $68,490-1.3% |
| Participation rate | 63.9% | 70.8%-6.9pp | 75.7%-11.8pp | 67.9%-4.0pp |
| Annual return | -16.78% | -13.81%-3.0pp | -12.16%-4.6pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,618 | $3,626-0.2% | $4,565-20.8% | $4,028-10.2% |
| Admin fee / account holder | $505 | $5,897-91.4% | $8,446-94.0% | $5,403-90.7% |