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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 | $82,733 |
CETERA ADVISOR NETWORKS LLC4 years Service code 55 2301 ROSECRANS AVE., #5100 · HERNDON, VA 20170 | Other Commissions | $36,524 |
Service code 27 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Advisory (Plan) | $10,676 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,214 |
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 | $80,594 | $42,367+90.2% | $79,583+1.3% | $64,824+24.3% |
| Participation rate | 58.1% | 64.7%-6.6pp | 69.5%-11.3pp | 71.5%-13.3pp |
| Annual return | -16.72% | -12.24%-4.5pp | 0.16%-16.9pp | 32.84%-49.6pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,414-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,815 | $3,168-42.7% | $3,986-54.5% | $4,311-57.9% |
| Admin fee / account holder | $403 | $160+152.8% | $6,835-94.1% | $188+114.8% |