| 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 | $106,264+646.3% | $147,117+439.1% | $77,762+919.8% |
| Participation rate | 82.5% | 78.4%+4.1pp | 82.2%+0.4pp | 70.6%+12.0pp |
| Annual return | 12.68% | 56.94%-44.3pp | 420.54%-407.9pp | 31.27%-18.6pp |
| Employer contribution / active EE | $19,379 | $4,074+375.7% | $4,932+292.9% | $2,728+610.4% |
| Participant deferral / active EE | $14,062 | $8,003+75.7% | $8,065+74.4% | $4,651+202.4% |
| Admin fee / account holder | $327 | $334-2.2% | $12,993-97.5% | $433-24.5% |