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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 | $24,025 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,441 | $89,123-27.7% | $102,460-37.1% | $77,762-17.1% |
| Participation rate | 64.2% | 80.9%-16.7pp | 76.5%-12.3pp | 70.6%-6.4pp |
| Annual return | 10.95% | 25.05%-14.1pp | 29.47%-18.5pp | 31.27%-20.3pp |
| Employer contribution / active EE | $1,583 | $2,700-41.4% | $3,025-47.7% | $2,728-42.0% |
| Participant deferral / active EE | $3,619 | $5,148-29.7% | $5,056-28.4% | $4,651-22.2% |
| Admin fee / account holder | $36 | $236-84.5% | $9,460-99.6% | $433-91.6% |