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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $480,488 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $480,488 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,039 | $83,057-78.3% | $143,801-87.5% | $89,433-79.8% |
| Participation rate | 37.2% | 74.0%-36.9pp | 80.3%-43.2pp | 71.3%-34.1pp |
| Annual return | -13.39% | -13.97%+0.6pp | -0.04%-13.4pp | -11.88%-1.5pp |
| Employer contribution / active EE | $4 | $2,095-99.8% | $4,952-99.9% | $3,021-99.9% |
| Participant deferral / active EE | $1,442 | $4,281-66.3% | $5,639-74.4% | $5,125-71.9% |
| Admin fee / account holder | $60 | $83-27.6% | $14,680-99.6% | $79-24.3% |