Filed December 16, 2021
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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 | $115,626 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $65,040 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,285 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,895 | $56,638-6.6% | $169,368-68.8% | $74,419-28.9% |
| Participation rate | 64.6% | 67.5%-2.9pp | 77.1%-12.6pp | 70.7%-6.2pp |
| Annual return | 19.15% | 24.75%-5.6pp | 405.60%-386.4pp | 34.38%-15.2pp |
| Employer contribution / active EE | $2,360 | $2,027+16.5% | $4,013-41.2% | $2,637-10.5% |
| Participant deferral / active EE | $4,996 | $4,223+18.3% | $6,221-19.7% | $4,528+10.3% |
| Admin fee / account holder | $298 | $307-2.8% | $9,003-96.7% | $348-14.3% |