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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 | $85,515-15.9% | $112,040-35.8% | $67,986+5.7% |
| Participation rate | 60.0% | 68.2%-8.2pp | 76.5%-16.5pp | 57.2%+2.8pp |
| Annual return | 7.17% | 29.68%-22.5pp | 24.52%-17.4pp | 31.67%-24.5pp |
| Employer contribution / active EE | $1,144 | $2,191-47.8% | $2,954-61.3% | $2,019-43.3% |
| Participant deferral / active EE | $2,454 | $4,014-38.9% | $5,098-51.9% | $3,358-26.9% |
| Admin fee / account holder | $183 | $3,774-95.1% | $12,098-98.5% | $3,203-94.3% |