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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 | $44,898+6.2% | $85,187-44.0% | $199,960-76.2% |
| Participation rate | 45.8% | 45.7%0pp | 67.5%-21.8pp | 72.0%-26.2pp |
| Annual return | 15.19% | 20.98%-5.8pp | 66.67%-51.5pp | 34.28%-19.1pp |
| Employer contribution / active EE | $914 | $1,367-33.1% | $2,732-66.5% | $3,036-69.9% |
| Participant deferral / active EE | $2,844 | $2,670+6.5% | $4,525-37.2% | $5,087-44.1% |
| Admin fee / account holder | $100 | $585-82.9% | $6,162-98.4% | $269-62.9% |