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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 | $37,771 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,750 | $78,976-52.2% | $100,383-62.4% | $74,546-49.4% |
| Participation rate | 52.3% | 79.5%-27.2pp | 81.5%-29.2pp | 67.2%-14.9pp |
| Annual return | 18.44% | 20.62%-2.2pp | 49.26%-30.8pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $1,614 | $3,019-46.5% | $3,944-59.1% | $2,624-38.5% |
| Participant deferral / active EE | $4,767 | $7,758-38.6% | $8,086-41.0% | $4,347+9.6% |
| Admin fee / account holder | $415 | $1,330-68.8% | $7,900-94.7% | $1,944-78.6% |