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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,396 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $350 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,088 | $59,805-76.4% | $79,550-82.3% | $68,494-79.4% |
| Participation rate | 44.8% | 61.1%-16.2pp | 69.5%-24.7pp | 67.9%-23.1pp |
| Annual return | -14.96% | -12.30%-2.7pp | 0.16%-15.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $431 | $1,505-71.4% | $2,413-82.1% | $2,596-83.4% |
| Participant deferral / active EE | $1,029 | $3,024-66.0% | $3,985-74.2% | $4,027-74.5% |
| Admin fee / account holder | $26 | $4,835-99.5% | $6,832-99.6% | $5,403-99.5% |