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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $46,285 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,285 |
CETERA ADVISOR NETWORKS LLC6 years Service code 55 2301 ROSECRANS AVE., #5100 · HERNDON, VA 902455670 | Other Commissions | $40,222 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $10,634 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,564 | $54,245+159.1% | $93,727+50.0% | $77,762+80.8% |
| Participation rate | 36.2% | 63.9%-27.7pp | 68.7%-32.5pp | 70.6%-34.4pp |
| Annual return | 15.55% | 30.58%-15.0pp | 133.83%-118.3pp | 31.27%-15.7pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,704 | $3,144-45.8% | $4,417-61.4% | $4,651-63.4% |
| Admin fee / account holder | $382 | $575-33.5% | $8,292-95.4% | $433-11.7% |