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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 | $158,534 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,092 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,450 | $37,317-10.4% | $77,027-56.6% | $77,912-57.1% |
| Participation rate | 38.2% | 46.9%-8.6pp | 67.9%-29.7pp | 73.7%-35.5pp |
| Annual return | -13.52% | -5.88%-7.6pp | 42.32%-55.8pp | 12.20%-25.7pp |
| Employer contribution / active EE | $777 | $1,218-36.2% | $2,813-72.4% | $2,848-72.7% |
| Participant deferral / active EE | $2,369 | $2,564-7.6% | $4,427-46.5% | $4,807-50.7% |
| Admin fee / account holder | $84 | $126-32.9% | $5,425-98.4% | $133-36.4% |