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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 | $79,567 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $44,394 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,950 |
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 | $30,227 | $70,115-56.9% | $70,544-57.2% | $80,157-62.3% |
| Participation rate | 50.9% | 71.7%-20.8pp | 68.4%-17.5pp | 72.9%-22.1pp |
| Annual return | 16.41% | 134.51%-118.1pp | 32.79%-16.4pp | 40.39%-24.0pp |
| Employer contribution / active EE | $2,645 | $3,021-12.4% | $2,976-11.1% | $2,977-11.2% |
| Participant deferral / active EE | $2,193 | $4,495-51.2% | $4,568-52.0% | $5,015-56.3% |
| Admin fee / account holder | $165 | $112+46.7% | $6,427-97.4% | $145+13.6% |