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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 | $7,771 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $452 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,628 | $331,159-92.9% | $112,899-79.1% | $74,460-68.3% |
| Participation rate | 47.3% | 81.4%-34.1pp | 80.5%-33.2pp | 70.7%-23.5pp |
| Annual return | 46.16% | 21.62%+24.5pp | 34.11%+12.0pp | 34.38%+11.8pp |
| Employer contribution / active EE | $1,391 | $5,469-74.6% | $4,566-69.5% | $2,638-47.3% |
| Participant deferral / active EE | $4,171 | $8,097-48.5% | $6,516-36.0% | $4,530-7.9% |
| Admin fee / account holder | $62 | $281-77.8% | $7,047-99.1% | $348-82.1% |