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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 | $36,107 |
Service code 27 6768 SOUTH 1300 EAST · SALT LAKE CITY, UT 84121 | Advisory (Plan) | $15,057 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,999 |
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 | $14,286 | $36,806-61.2% | $69,623-79.5% | $77,736-81.6% |
| Participation rate | 93.9% | 64.4%+29.5pp | 66.4%+27.4pp | 70.6%+23.3pp |
| Annual return | 21.07% | 38.81%-17.7pp | 101.23%-80.2pp | 31.26%-10.2pp |
| Employer contribution / active EE | $1,903 | $1,257+51.4% | $1,709+11.4% | $2,728-30.2% |
| Participant deferral / active EE | $3,174 | $2,738+15.9% | $2,890+9.8% | $4,651-31.8% |
| Admin fee / account holder | $144 | $507-71.7% | $4,696-96.9% | $433-66.8% |