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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 | $37,871 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $37,373 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,915 |
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.
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 | $55,912 | $89,093-37.2% | $102,434-45.4% | $77,736-28.1% |
| Participation rate | 48.1% | 80.9%-32.8pp | 76.5%-28.4pp | 70.6%-22.5pp |
| Annual return | 136.96% | 25.03%+111.9pp | 29.46%+107.5pp | 31.26%+105.7pp |
| Employer contribution / active EE | $813 | $2,699-69.9% | $3,023-73.1% | $2,728-70.2% |
| Participant deferral / active EE | $2,999 | $5,147-41.7% | $5,055-40.7% | $4,651-35.5% |
| Admin fee / account holder | $215 | $236-9.0% | $9,462-97.7% | $433-50.5% |