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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 | $33,413 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,485 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,908 | $86,949-80.6% | $102,460-83.5% | $80,959-79.1% |
| Participation rate | 79.8% | 72.4%+7.4pp | 76.5%+3.3pp | 67.7%+12.1pp |
| Annual return | 14.80% | 18.89%-4.1pp | 29.47%-14.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,716 | $4,121+63.0% | $5,056+32.8% | $4,300+56.2% |
| Admin fee / account holder | $205 | $8,048-97.5% | $9,460-97.8% | $6,925-97.0% |