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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,749 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,632 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,736 | $65,246+9.9% | $98,716-27.3% | $67,986+5.5% |
| Participation rate | 52.1% | 51.4%+0.6pp | 69.3%-17.2pp | 57.2%-5.1pp |
| Annual return | 11.25% | 20.58%-9.3pp | 31.81%-20.6pp | 31.67%-20.4pp |
| Employer contribution / active EE | $1,292 | $1,042+24.0% | $2,279-43.3% | $2,019-36.0% |
| Participant deferral / active EE | $3,473 | $2,594+33.9% | $4,048-14.2% | $3,358+3.4% |
| Admin fee / account holder | $85 | $4,561-98.1% | $8,703-99.0% | $3,203-97.4% |