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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $582,481 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $159,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,593 | $106,553-50.6% | $81,370-35.4% | $106,553-50.6% |
| Participation rate | 10.0% | 69.8%-59.8pp | 69.5%-59.5pp | 69.8%-59.8pp |
| Annual return | 15.65% | 17.37%-1.7pp | 24.85%-9.2pp | 17.37%-1.7pp |
| Employer contribution / active EE | $217 | $3,359-93.5% | $2,464-91.2% | $3,359-93.5% |
| Participant deferral / active EE | $495 | $5,562-91.1% | $3,885-87.3% | $5,562-91.1% |
| Admin fee / account holder | $85 | $80+7.2% | $5,749-98.5% | $80+7.2% |