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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 | $23,645 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,300 | $49,763-39.1% | $70,565-57.1% | $74,473-59.3% |
| Participation rate | 24.8% | 64.6%-39.9pp | 68.4%-43.6pp | 70.7%-46.0pp |
| Annual return | 21.38% | 21.21%+0.2pp | 32.79%-11.4pp | 34.36%-13.0pp |
| Employer contribution / active EE | $460 | $1,776-74.1% | $2,976-84.5% | $2,638-82.6% |
| Participant deferral / active EE | $1,147 | $3,379-66.0% | $4,568-74.9% | $4,530-74.7% |
| Admin fee / account holder | $104 | $316-67.0% | $6,430-98.4% | $347-70.0% |