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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,357 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,131 | $54,213-75.8% | $93,696-86.0% | $77,736-83.1% |
| Participation rate | 31.8% | 64.0%-32.2pp | 68.7%-37.0pp | 70.6%-38.8pp |
| Annual return | 11.66% | 30.55%-18.9pp | 133.74%-122.1pp | 31.26%-19.6pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,422-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,595 | $3,145-49.3% | $4,417-63.9% | $4,651-65.7% |
| Admin fee / account holder | $93 | $575-83.9% | $8,287-98.9% | $433-78.6% |