Filed April 22, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $653,708 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; D... | $460 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,714 | $106,553+65.8% | $133,698+32.2% | $106,553+65.8% |
| Participation rate | 0.0% | 69.8%-69.8pp | 76.4%-76.4pp | 69.8%-69.8pp |
| Annual return | 11.04% | 17.37%-6.3pp | 580.90%-569.9pp | 17.37%-6.3pp |
| Employer contribution / active EE | $901 | $3,359-73.2% | $4,218-78.6% | $3,359-73.2% |
| Participant deferral / active EE | $2,172 | $5,562-60.9% | $7,016-69.0% | $5,562-60.9% |
| Admin fee / account holder | $339 | $80+325.8% | $6,703-94.9% | $80+325.8% |