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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 | $53,690 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,596 |
Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $6,748 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,752 | $106,230-44.7% | $147,080-60.1% | $77,736-24.4% |
| Participation rate | 68.5% | 78.4%-9.9pp | 82.2%-13.7pp | 70.6%-2.1pp |
| Annual return | 20.59% | 56.91%-36.3pp | 420.17%-399.6pp | 31.26%-10.7pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $4,933-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $8,461 | $8,001+5.8% | $8,066+4.9% | $4,651+81.9% |
| Admin fee / account holder | $137 | $338-59.5% | $12,989-98.9% | $433-68.4% |