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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 | $14,554 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,137 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $1,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,213 | $61,338-23.0% | $149,717-68.5% | $71,495-34.0% |
| Participation rate | 55.3% | 62.5%-7.2pp | 78.8%-23.5pp | 67.9%-12.6pp |
| Annual return | 14.18% | 35.86%-21.7pp | 134.41%-120.2pp | 28.85%-14.7pp |
| Employer contribution / active EE | $763 | $2,381-67.9% | $4,820-84.2% | $2,589-70.5% |
| Participant deferral / active EE | $1,821 | $2,919-37.6% | $5,682-67.9% | $4,291-57.6% |
| Admin fee / account holder | $187 | $1,263-85.2% | $13,213-98.6% | $1,588-88.2% |