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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 | $19,702 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,415 | $89,225-22.2% | $133,698-48.1% | $74,478-6.8% |
| Participation rate | 61.6% | 69.4%-7.8pp | 76.4%-14.8pp | 67.2%-5.6pp |
| Annual return | 9.40% | 22.76%-13.4pp | 580.90%-571.5pp | 1370.56%-1361.2pp |
| Employer contribution / active EE | $507 | $2,816-82.0% | $4,218-88.0% | $2,626-80.7% |
| Participant deferral / active EE | $3,750 | $4,597-18.4% | $7,016-46.6% | $4,350-13.8% |
| Admin fee / account holder | $183 | $1,545-88.2% | $6,703-97.3% | $1,946-90.6% |