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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,748 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,348 | $71,873-74.5% | $86,698-78.8% | $68,490-73.2% |
| Participation rate | 77.4% | 72.2%+5.2pp | 76.6%+0.8pp | 67.9%+9.5pp |
| Annual return | -15.19% | 3.54%-18.7pp | 35.96%-51.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,903 | $2,173-12.4% | $2,837-32.9% | $2,597-26.7% |
| Participant deferral / active EE | $3,446 | $3,779-8.8% | $4,656-26.0% | $4,028-14.4% |
| Admin fee / account holder | $92 | $6,110-98.5% | $7,492-98.8% | $5,403-98.3% |