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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48,695 |
Service code 10 · EIN 52-1743645 | Accounting | $17,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,302 | $46,332-69.1% | $143,799-90.1% | $64,819-77.9% |
| Participation rate | 67.9% | 64.2%+3.7pp | 80.3%-12.4pp | 71.5%-3.5pp |
| Annual return | -14.46% | -10.05%-4.4pp | -0.04%-14.4pp | 32.84%-47.3pp |
| Employer contribution / active EE | $747 | $1,911-60.9% | $4,952-84.9% | $2,507-70.2% |
| Participant deferral / active EE | $3,074 | $2,647+16.1% | $5,638-45.5% | $4,311-28.7% |
| Admin fee / account holder | $50 | $154-67.8% | $14,677-99.7% | $188-73.6% |