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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,136 |
Service code 27 6768 SOUTH 1300 EAST · SALT LAKE CITY, UT 84121 | Advisory (Plan) | $8,896 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $860 |
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 | $10,587 | $31,038-65.9% | $65,328-83.8% | $74,440-85.8% |
| Participation rate | 74.4% | 66.9%+7.4pp | 64.9%+9.4pp | 70.7%+3.6pp |
| Annual return | 32.38% | 38.60%-6.2pp | 47.39%-15.0pp | 34.37%-2.0pp |
| Employer contribution / active EE | $1,324 | $1,188+11.5% | $1,692-21.7% | $2,638-49.8% |
| Participant deferral / active EE | $1,982 | $2,792-29.0% | $2,832-30.0% | $4,529-56.2% |
| Admin fee / account holder | $89 | $299-70.3% | $4,116-97.8% | $348-74.5% |