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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 | $155,702 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $23,863 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $793,045 | $106,164+647.0% | $147,041+439.3% | $77,692+920.8% |
| Participation rate | 82.5% | 78.4%+4.2pp | 82.2%+0.4pp | 70.6%+12.0pp |
| Annual return | 12.68% | 56.81%-44.1pp | 419.21%-406.5pp | 31.25%-18.6pp |
| Employer contribution / active EE | $19,379 | $4,066+376.6% | $4,935+292.7% | $2,726+610.8% |
| Participant deferral / active EE | $14,062 | $7,993+75.9% | $8,071+74.2% | $4,648+202.5% |
| Admin fee / account holder | $327 | $338-3.3% | $13,006-97.5% | $431-24.1% |