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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 | $125,683 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,826 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,864 | $49,468-82.1% | $150,298-94.1% | $103,975-91.5% |
| Participation rate | 28.7% | 58.1%-29.5pp | 77.8%-49.1pp | 72.5%-43.9pp |
| Annual return | 21.49% | 38.98%-17.5pp | 62.79%-41.3pp | 19.41%+2.1pp |
| Employer contribution / active EE | -$24 | $1,670-101.5% | $4,154-100.6% | $3,722-100.7% |
| Participant deferral / active EE | $776 | $2,650-70.7% | $5,453-85.8% | $5,343-85.5% |
| Admin fee / account holder | $76 | $385-80.4% | $14,116-99.5% | $332-77.3% |