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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 | $15,452 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $539 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,045 | $42,901-81.2% | $91,227-91.2% | $64,824-87.6% |
| Participation rate | 62.8% | 68.1%-5.4pp | 73.2%-10.4pp | 71.5%-8.7pp |
| Annual return | -17.67% | -13.53%-4.1pp | 114.14%-131.8pp | 32.84%-50.5pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $2,851-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,457 | $3,501-29.8% | $4,234-42.0% | $4,311-43.0% |
| Admin fee / account holder | $30 | $131-76.8% | $5,423-99.4% | $188-83.8% |