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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $52,075 |
EQUITABLE ADVISORS LLC5 years Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $48,870 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,991 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $13,804 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,000 | $89,093-1.2% | $102,434-14.1% | $77,736+13.2% |
| Participation rate | 27.8% | 80.9%-53.2pp | 76.5%-48.7pp | 70.6%-42.8pp |
| Annual return | 11.15% | 25.03%-13.9pp | 29.46%-18.3pp | 31.26%-20.1pp |
| Employer contribution / active EE | $1,168 | $2,699-56.7% | $3,023-61.4% | $2,728-57.2% |
| Participant deferral / active EE | $2,316 | $5,147-55.0% | $5,055-54.2% | $4,651-50.2% |
| Admin fee / account holder | $330 | $236+39.9% | $9,462-96.5% | $433-23.8% |