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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 | $96,664 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $83,498 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,660 | $90,064-20.4% | $100,392-28.6% | $77,736-7.8% |
| Participation rate | 59.6% | 81.3%-21.7pp | 81.5%-21.9pp | 70.6%-11.0pp |
| Annual return | 17.95% | 20.61%-2.7pp | 49.45%-31.5pp | 31.26%-13.3pp |
| Employer contribution / active EE | $2,629 | $3,043-13.6% | $3,941-33.3% | $2,728-3.6% |
| Participant deferral / active EE | $4,991 | $8,282-39.7% | $8,090-38.3% | $4,651+7.3% |
| Admin fee / account holder | $277 | $172+61.2% | $7,904-96.5% | $433-36.0% |