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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 | $200,807 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,619 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $16,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,683 | $45,022+5.9% | $85,240-44.1% | $200,096-76.2% |
| Participation rate | 45.8% | 45.8%-0.1pp | 67.5%-21.8pp | 72.0%-26.3pp |
| Annual return | 15.19% | 21.00%-5.8pp | 66.75%-51.6pp | 34.26%-19.1pp |
| Employer contribution / active EE | $914 | $1,374-33.5% | $2,735-66.6% | $3,038-69.9% |
| Participant deferral / active EE | $2,844 | $2,682+6.0% | $4,527-37.2% | $5,090-44.1% |
| Admin fee / account holder | $100 | $585-82.9% | $6,165-98.4% | $269-62.9% |