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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 | $46,671 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,785 |
Service code 27 | Advisory (Plan) | $11,926 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,076 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,572 | $91,680-78.7% | $67,524-71.0% | $77,692-74.8% |
| Participation rate | 65.3% | 76.0%-10.7pp | 72.9%-7.6pp | 70.6%-5.2pp |
| Annual return | 12.88% | 14.87%-2.0pp | 3519.41%-3506.5pp | 31.25%-18.4pp |
| Employer contribution / active EE | $1,856 | $3,186-41.7% | $2,734-32.1% | $2,726-31.9% |
| Participant deferral / active EE | $4,184 | $3,909+7.0% | $4,001+4.6% | $4,648-10.0% |
| Admin fee / account holder | $170 | $176-3.7% | $4,001-95.8% | $431-60.6% |