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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 | $14,031 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,843 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $1,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,308 | $55,472-23.7% | $155,567-72.8% | $74,546-43.2% |
| Participation rate | 58.6% | 61.9%-3.3pp | 78.2%-19.5pp | 67.2%-8.6pp |
| Annual return | 8.76% | 268.72%-260.0pp | 64.74%-56.0pp | 1366.03%-1357.3pp |
| Employer contribution / active EE | $716 | $2,269-68.5% | $4,674-84.7% | $2,624-72.7% |
| Participant deferral / active EE | $1,868 | $2,838-34.2% | $5,628-66.8% | $4,347-57.0% |
| Admin fee / account holder | $212 | $1,743-87.9% | $15,916-98.7% | $1,944-89.1% |