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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 | $87,465-17.8% | $122,979-41.5% | $65,306+10.1% |
| Participation rate | 60.0% | 66.0%-6.0pp | 77.2%-17.2pp | 57.7%+2.3pp |
| Annual return | 7.17% | 19.76%-12.6pp | 20.12%-12.9pp | 21.94%-14.8pp |
| Employer contribution / active EE | $1,144 | $2,156-46.9% | $3,062-62.6% | $1,967-41.9% |
| Participant deferral / active EE | $2,454 | $3,705-33.8% | $5,003-50.9% | $2,959-17.1% |
| Admin fee / account holder | $183 | $5,100-96.4% | $12,864-98.6% | $3,480-94.7% |