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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,208 |
Service code 13 · EIN 43-1021898 | Contract Administrator | $1,890 |
Filed as: EMPWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,424 | $46,332-19.2% | $143,799-74.0% | $64,819-42.3% |
| Participation rate | 68.7% | 64.2%+4.5pp | 80.3%-11.6pp | 71.5%-2.7pp |
| Annual return | -17.73% | -10.05%-7.7pp | -0.04%-17.7pp | 32.84%-50.6pp |
| Employer contribution / active EE | $885 | $1,911-53.7% | $4,952-82.1% | $2,507-64.7% |
| Participant deferral / active EE | $2,100 | $2,647-20.7% | $5,638-62.8% | $4,311-51.3% |
| Admin fee / account holder | $26 | $154-82.8% | $14,677-99.8% | $188-85.9% |