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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 | $47,342 |
TRIAD ADVISORS INC3 years Service code 55 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Other Commissions | $10,776 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $3,912 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,272 |
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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,848 | $53,204-70.2% | $155,556-89.8% | $200,096-92.1% |
| Participation rate | 9.1% | 64.1%-55.0pp | 78.2%-69.1pp | 72.0%-62.9pp |
| Annual return | 13.61% | 41.02%-27.4pp | 64.84%-51.2pp | 34.26%-20.6pp |
| Employer contribution / active EE | $16 | $1,850-99.2% | $4,675-99.7% | $3,038-99.5% |
| Participant deferral / active EE | $219 | $3,163-93.1% | $5,631-96.1% | $5,090-95.7% |
| Admin fee / account holder | $123 | $186-33.7% | $15,885-99.2% | $269-54.3% |