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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,079 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH STREET · MINNEAPOLIS, MN 55402 | Other Commissions | $12,982 |
SIKICH LLP6 years Service code 13 13400 BISHOPS LANE, SUITE 300 · BROOKFIELD, WI 53005 | Contract Administrator | $12,540 |
Filed as: EMPOWER ADVISORY GOUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,292 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,973 | $50,458-24.7% | $159,991-76.3% | $64,814-41.4% |
| Participation rate | 29.6% | 68.0%-38.5pp | 78.0%-48.4pp | 71.5%-41.9pp |
| Annual return | -17.13% | -13.42%-3.7pp | 408.82%-426.0pp | 32.84%-50.0pp |
| Employer contribution / active EE | $376 | $1,722-78.2% | $4,225-91.1% | $2,507-85.0% |
| Participant deferral / active EE | $1,236 | $4,004-69.1% | $6,183-80.0% | $4,310-71.3% |
| Admin fee / account holder | $411 | $706-41.8% | $8,715-95.3% | $188+118.6% |