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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 | $11,434 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $87 |
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 | $55,250 | $65,437-15.6% | $86,698-36.3% | $66,949-17.5% |
| Participation rate | 42.1% | 75.5%-33.4pp | 76.6%-34.5pp | 69.8%-27.7pp |
| Annual return | -18.81% | -10.91%-7.9pp | 35.96%-54.8pp | 1.57%-20.4pp |
| Employer contribution / active EE | $1,234 | $2,154-42.7% | $2,837-56.5% | $2,545-51.5% |
| Participant deferral / active EE | $2,878 | $4,102-29.8% | $4,656-38.2% | $4,239-32.1% |
| Admin fee / account holder | $316 | $642-50.8% | $7,492-95.8% | $594-46.8% |