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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,954 |
Service code 27 1802 BAYBERRY CT STE 400 · RICHMOND, VA 23226 | Advisory (Plan) | $34,218 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,646 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,457 | $59,105+29.4% | $159,991-52.2% | $66,930+14.2% |
| Participation rate | 57.2% | 68.1%-10.9pp | 78.0%-20.8pp | 69.8%-12.6pp |
| Annual return | -21.28% | -12.26%-9.0pp | 408.82%-430.1pp | 1.57%-22.9pp |
| Employer contribution / active EE | $2,050 | $1,983+3.4% | $4,225-51.5% | $2,545-19.5% |
| Participant deferral / active EE | $5,224 | $4,395+18.9% | $6,183-15.5% | $4,238+23.3% |
| Admin fee / account holder | $436 | $591-26.3% | $8,715-95.0% | $593-26.6% |