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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $316,366 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,381 |
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.
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 | $42,248 | $110,258-61.7% | $102,460-58.8% | $200,096-78.9% |
| Participation rate | 57.5% | 86.3%-28.8pp | 76.5%-19.0pp | 72.0%-14.5pp |
| Annual return | 20.09% | 35.78%-15.7pp | 29.47%-9.4pp | 34.26%-14.2pp |
| Employer contribution / active EE | $1,403 | $3,605-61.1% | $3,025-53.6% | $3,038-53.8% |
| Participant deferral / active EE | $2,363 | $6,377-63.0% | $5,056-53.3% | $5,090-53.6% |
| Admin fee / account holder | $7 | $122-94.7% | $9,460-99.9% | $269-97.6% |