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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,243 |
Service code 99 PO BOX 30918 · BILLINGS, MT 59116 | Other Fees | $16,288 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,776 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,024 | $87,060+6.9% | $105,591-11.9% | $80,911+15.0% |
| Participation rate | 61.8% | 70.4%-8.6pp | 75.3%-13.4pp | 67.6%-5.8pp |
| Annual return | 11.60% | 17.05%-5.4pp | 116.43%-104.8pp | 35.63%-24.0pp |
| Employer contribution / active EE | $398 | $2,396-83.4% | $3,166-87.4% | $2,756-85.6% |
| Participant deferral / active EE | $3,832 | $3,986-3.9% | $5,008-23.5% | $4,297-10.8% |
| Admin fee / account holder | $743 | $8,442-91.2% | $11,024-93.3% | $6,935-89.3% |