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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 | $105,150 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $52,317 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,232 | $81,301-56.7% | $76,030-53.7% | $200,096-82.4% |
| Participation rate | 52.2% | 70.1%-17.9pp | 69.1%-16.9pp | 72.0%-19.8pp |
| Annual return | 12.88% | 16.31%-3.4pp | 361.54%-348.7pp | 34.26%-21.4pp |
| Employer contribution / active EE | $2,641 | $3,352-21.2% | $2,688-1.7% | $3,038-13.1% |
| Participant deferral / active EE | $2,401 | $4,721-49.1% | $4,257-43.6% | $5,090-52.8% |
| Admin fee / account holder | $200 | $145+37.9% | $6,421-96.9% | $269-25.7% |