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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 | $32,241 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $32,050 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,771 |
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.)
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 | $101,133 | $59,105+71.1% | $159,991-36.8% | $66,930+51.1% |
| Participation rate | 66.4% | 68.1%-1.6pp | 78.0%-11.5pp | 69.8%-3.4pp |
| Annual return | -11.34% | -12.26%+0.9pp | 408.82%-420.2pp | 1.57%-12.9pp |
| Employer contribution / active EE | $1,887 | $1,983-4.8% | $4,225-55.3% | $2,545-25.8% |
| Participant deferral / active EE | $4,101 | $4,395-6.7% | $6,183-33.7% | $4,238-3.2% |
| Admin fee / account holder | $413 | $591-30.1% | $8,715-95.3% | $593-30.4% |