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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 | $77,587 |
Service code 27 5707 SWST PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $39,774 |
Service code 13 · EIN 27-0293282 PO BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $18,027 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,641 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,710 | $106,247-59.8% | $147,096-71.0% | $77,714-45.0% |
| Participation rate | 27.7% | 78.4%-50.7pp | 82.2%-54.4pp | 70.6%-42.9pp |
| Annual return | 17.52% | 56.87%-39.3pp | 419.75%-402.2pp | 31.26%-13.7pp |
| Employer contribution / active EE | $860 | $4,069-78.9% | $4,936-82.6% | $2,727-68.5% |
| Participant deferral / active EE | $5,020 | $7,996-37.2% | $8,071-37.8% | $4,649+8.0% |
| Admin fee / account holder | $300 | $338-11.2% | $13,005-97.7% | $433-30.7% |