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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 | $55,437-23.7% | $155,534-72.8% | $74,459-43.2% |
| Participation rate | 58.6% | 61.9%-3.2pp | 78.2%-19.6pp | 67.2%-8.6pp |
| Annual return | 8.76% | 269.58%-260.8pp | 64.92%-56.2pp | 1369.70%-1360.9pp |
| Employer contribution / active EE | $716 | $2,266-68.4% | $4,675-84.7% | $2,626-72.7% |
| Participant deferral / active EE | $1,868 | $2,837-34.2% | $5,630-66.8% | $4,350-57.0% |
| Admin fee / account holder | $212 | $1,742-87.8% | $15,900-98.7% | $1,945-89.1% |