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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 | $2,514 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $234 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,426 | $84,493-94.8% | $125,381-96.5% | $66,938-93.4% |
| Participation rate | 94.2% | 76.4%+17.8pp | 82.4%+11.8pp | 69.8%+24.4pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.31%-572.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $527 | $3,554-85.2% | $4,815-89.1% | $2,545-79.3% |
| Participant deferral / active EE | $3,722 | $6,783-45.1% | $7,448-50.0% | $4,238-12.2% |
| Admin fee / account holder | $16 | $685-97.7% | $10,007-99.8% | $594-97.3% |