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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $978 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,164 | $55,437-25.7% | $155,534-73.5% | $74,459-44.7% |
| Participation rate | 64.0% | 61.9%+2.1pp | 78.2%-14.2pp | 67.2%-3.2pp |
| Annual return | 13.65% | 269.58%-255.9pp | 64.92%-51.3pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $1,378 | $2,266-39.2% | $4,675-70.5% | $2,626-47.5% |
| Participant deferral / active EE | $2,334 | $2,837-17.7% | $5,630-58.5% | $4,350-46.3% |
| Admin fee / account holder | $11 | $1,742-99.4% | $15,900-99.9% | $1,945-99.4% |