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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 | $1,925 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,359 | $62,686-37.2% | $178,540-78.0% | $77,736-49.4% |
| Participation rate | 34.9% | 66.9%-32.0pp | 77.1%-42.2pp | 70.6%-35.7pp |
| Annual return | 14.55% | 16.16%-1.6pp | 27.15%-12.6pp | 31.26%-16.7pp |
| Employer contribution / active EE | $677 | $1,914-64.6% | $3,953-82.9% | $2,728-75.2% |
| Participant deferral / active EE | $1,618 | $4,224-61.7% | $6,281-74.2% | $4,651-65.2% |
| Admin fee / account holder | $7 | $386-98.3% | $10,424-99.9% | $433-98.5% |