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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,365 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $50,198 | $2,687,218-98.1% | $165,071-69.6% | $199,960-74.9% |
| Participation rate | 31.2% | 78.3%-47.1pp | 78.6%-47.4pp | 72.0%-40.8pp |
| Annual return | 25.78% | 17.94%+7.8pp | 70.17%-44.4pp | 34.28%-8.5pp |
| Employer contribution / active EE | $1,320 | $2,958-55.4% | $4,347-69.6% | $3,036-56.5% |
| Participant deferral / active EE | $2,602 | $5,002-48.0% | $6,035-56.9% | $5,087-48.9% |
| Admin fee / account holder | $90 | $1,988-95.5% | $12,695-99.3% | $269-66.4% |