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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 | $24,545 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $5,857 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $71,883 | $79,867-10.0% | $120,344-40.3% | $64,340+11.7% |
| Participation rate | 60.0% | 63.0%-3.0pp | 76.7%-16.7pp | 55.2%+4.8pp |
| Annual return | 7.17% | 21.10%-13.9pp | 20.30%-13.1pp | 24.14%-17.0pp |
| Employer contribution / active EE | $1,144 | $1,925-40.6% | $3,020-62.1% | $1,862-38.5% |
| Participant deferral / active EE | $2,454 | $3,593-31.7% | $5,135-52.2% | $2,980-17.7% |
| Admin fee / account holder | $183 | $5,039-96.4% | $12,742-98.6% | $3,703-95.1% |