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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,826 |
Service code 27 · EIN 82-5427341 P.O. BOX 7001 · PASADENA, CA 91109 | Advisory (Plan) | $42,387 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,790 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $8,599 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $59,380 | $89,465-33.6% | $165,071-64.0% | $77,736-23.6% |
| Participation rate | 58.4% | 78.6%-20.3pp | 78.6%-20.2pp | 70.6%-12.2pp |
| Annual return | 91.80% | 28.86%+62.9pp | 70.17%+21.6pp | 31.26%+60.5pp |
| Employer contribution / active EE | $1,370 | $2,565-46.6% | $4,347-68.5% | $2,728-49.8% |
| Participant deferral / active EE | $2,757 | $4,904-43.8% | $6,035-54.3% | $4,651-40.7% |
| Admin fee / account holder | $138 | $340-59.5% | $12,695-98.9% | $433-68.2% |