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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,922 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $49,901 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,282 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,897 | $89,123-75.4% | $102,460-78.6% | $77,762-71.8% |
| Participation rate | 68.9% | 80.9%-12.0pp | 76.5%-7.6pp | 70.6%-1.7pp |
| Annual return | 14.16% | 25.05%-10.9pp | 29.47%-15.3pp | 31.27%-17.1pp |
| Employer contribution / active EE | $1,052 | $2,700-61.0% | $3,025-65.2% | $2,728-61.4% |
| Participant deferral / active EE | $2,065 | $5,148-59.9% | $5,056-59.2% | $4,651-55.6% |
| Admin fee / account holder | $138 | $236-41.3% | $9,460-98.5% | $433-68.0% |