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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 | $88,349 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $44,520 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,851 |
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 | $24,371 | $63,321-61.5% | $68,808-64.6% | $77,906-68.7% |
| Participation rate | 53.0% | 71.1%-18.1pp | 69.0%-16.0pp | 73.7%-20.7pp |
| Annual return | -14.03% | -6.50%-7.5pp | -6.37%-7.7pp | 12.16%-26.2pp |
| Employer contribution / active EE | $2,301 | $2,794-17.6% | $2,656-13.4% | $2,846-19.2% |
| Participant deferral / active EE | $1,978 | $4,029-50.9% | $3,942-49.8% | $4,805-58.8% |
| Admin fee / account holder | $179 | $104+72.1% | $4,936-96.4% | $133+35.3% |