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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 | $68,204 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $32,062 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,109 | $74,661+118.5% | $160,784+1.4% | $67,986+139.9% |
| Participation rate | 61.3% | 57.1%+4.2pp | 77.0%-15.6pp | 57.2%+4.1pp |
| Annual return | 11.49% | 28.83%-17.3pp | 1803.92%-1792.4pp | 31.67%-20.2pp |
| Employer contribution / active EE | $1,189 | $1,829-35.0% | $3,733-68.1% | $2,019-41.1% |
| Participant deferral / active EE | $4,694 | $3,681+27.5% | $6,293-25.4% | $3,358+39.8% |
| Admin fee / account holder | $721 | $3,959-81.8% | $9,717-92.6% | $3,203-77.5% |