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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 | $5,108 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,473 | $64,138-68.1% | $112,258-81.8% | $66,930-69.4% |
| Participation rate | 33.1% | 68.5%-35.4pp | 75.1%-42.0pp | 69.8%-36.8pp |
| Annual return | -15.38% | -13.81%-1.6pp | 27.47%-42.9pp | 1.57%-17.0pp |
| Employer contribution / active EE | $833 | $3,006-72.3% | $3,636-77.1% | $2,545-67.3% |
| Participant deferral / active EE | $1,392 | $3,694-62.3% | $4,728-70.6% | $4,238-67.2% |
| Admin fee / account holder | $65 | $625-89.5% | $6,411-99.0% | $593-89.0% |