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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,059 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,514 | $155,364-81.0% | $103,065-71.4% | $77,762-62.0% |
| Participation rate | 63.7% | 85.5%-21.8pp | 80.6%-16.9pp | 70.6%-6.9pp |
| Annual return | 31.43% | 19.01%+12.4pp | 23.95%+7.5pp | 31.27%+0.2pp |
| Employer contribution / active EE | $2,739 | $5,949-54.0% | $4,675-41.4% | $2,728+0.4% |
| Participant deferral / active EE | $5,550 | $8,482-34.6% | $6,625-16.2% | $4,651+19.3% |
| Admin fee / account holder | $121 | $503-75.9% | $9,349-98.7% | $433-72.0% |