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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 | $95,084-24.4% | $140,514-48.8% | $69,733+3.1% |
| Participation rate | 60.0% | 68.7%-8.7pp | 77.8%-17.8pp | 62.5%-2.5pp |
| Annual return | 7.17% | 18.56%-11.4pp | 14.36%-7.2pp | 15.22%-8.1pp |
| Employer contribution / active EE | $1,144 | $2,405-52.4% | $3,378-66.1% | $2,250-49.2% |
| Participant deferral / active EE | $2,454 | $3,868-36.6% | $4,919-50.1% | $3,054-19.7% |
| Admin fee / account holder | $183 | $4,885-96.3% | $13,697-98.7% | $3,102-94.1% |