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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 | $17,510 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,209 |
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 | $28,256 | $71,534-60.5% | $98,462-71.3% | $71,529-60.5% |
| Participation rate | 44.1% | 72.7%-28.6pp | 75.2%-31.1pp | 67.9%-23.8pp |
| Annual return | 31.47% | 32.44%-1.0pp | 21.17%+10.3pp | 28.97%+2.5pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $5,718 | $4,109+39.2% | $4,738+20.7% | $4,291+33.2% |
| Admin fee / account holder | $175 | $1,677-89.6% | $8,875-98.0% | $1,588-89.0% |