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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $28,875 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,069 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,449 |
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 | $89,727 | $69,774+28.6% | $67,561+32.8% | $74,429+20.6% |
| Participation rate | 65.0% | 71.4%-6.3pp | 72.9%-7.9pp | 67.2%-2.2pp |
| Annual return | 15.14% | -40.53%+55.7pp | 3525.44%-3510.3pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $3,335 | $2,710+23.1% | $2,735+22.0% | $2,625+27.1% |
| Participant deferral / active EE | $7,483 | $3,636+105.8% | $4,003+86.9% | $4,348+72.1% |
| Admin fee / account holder | $393 | $890-55.9% | $4,006-90.2% | $1,944-79.8% |