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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $16,999 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,119 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,486 |
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 | $107,769 | $101,591+6.1% | $147,096-26.7% | $74,429+44.8% |
| Participation rate | 59.4% | 75.5%-16.1pp | 82.2%-22.7pp | 67.2%-7.8pp |
| Annual return | 16.34% | 8746.45%-8730.1pp | 419.75%-403.4pp | 1368.38%-1352.0pp |
| Employer contribution / active EE | $2,777 | $3,813-27.2% | $4,936-43.7% | $2,625+5.8% |
| Participant deferral / active EE | $7,177 | $7,302-1.7% | $8,071-11.1% | $4,348+65.1% |
| Admin fee / account holder | $305 | $1,750-82.5% | $13,005-97.7% | $1,944-84.3% |