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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 | $5,766 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $3,760 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $12,231 | $73,863-83.4% | $143,797-91.5% | $68,490-82.1% |
| Participation rate | 44.6% | 66.7%-22.1pp | 80.3%-35.7pp | 67.9%-23.3pp |
| Annual return | -15.34% | 0.91%-16.3pp | -0.04%-15.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $298 | $3,185-90.6% | $4,952-94.0% | $2,597-88.5% |
| Participant deferral / active EE | $932 | $3,385-72.5% | $5,638-83.5% | $4,028-76.9% |
| Admin fee / account holder | $119 | $5,756-97.9% | $14,679-99.2% | $5,403-97.8% |