Filed January 19, 2023 (most recent of 3 filings on file)
Total covered: 6 employees
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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 | $73,011 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,788 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $27,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,458 | $53,204-35.2% | $155,556-77.8% | $200,096-82.8% |
| Participation rate | 30.3% | 64.1%-33.9pp | 78.2%-48.0pp | 72.0%-41.8pp |
| Annual return | 27.97% | 41.02%-13.1pp | 64.84%-36.9pp | 34.26%-6.3pp |
| Employer contribution / active EE | $558 | $1,850-69.9% | $4,675-88.1% | $3,038-81.6% |
| Participant deferral / active EE | $1,084 | $3,163-65.7% | $5,631-80.7% | $5,090-78.7% |
| Admin fee / account holder | $162 | $186-13.0% | $15,885-99.0% | $269-40.0% |