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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 | $63,456+13.0% | $100,712-28.8% | $64,097+11.9% |
| Participation rate | 52.1% | 49.7%+2.4pp | 69.3%-17.2pp | 55.2%-3.1pp |
| Annual return | 11.25% | 19.65%-8.4pp | 33.27%-22.0pp | 34.64%-23.4pp |
| Employer contribution / active EE | $1,292 | $1,003+28.8% | $2,313-44.1% | $1,891-31.7% |
| Participant deferral / active EE | $3,473 | $2,463+41.0% | $4,085-15.0% | $3,080+12.8% |
| Admin fee / account holder | $85 | $4,808-98.2% | $9,256-99.1% | $3,454-97.5% |