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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 | $44,004 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,160 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,165 | $63,471+27.9% | $68,808+18.0% | $66,938+21.3% |
| Participation rate | 51.7% | 60.0%-8.3pp | 69.0%-17.4pp | 69.8%-18.1pp |
| Annual return | -16.94% | -8.29%-8.7pp | -6.37%-10.6pp | 1.58%-18.5pp |
| Employer contribution / active EE | $664 | $1,776-62.6% | $2,656-75.0% | $2,545-73.9% |
| Participant deferral / active EE | $4,633 | $2,946+57.3% | $3,942+17.5% | $4,238+9.3% |
| Admin fee / account holder | $351 | $578-39.2% | $4,936-92.9% | $594-40.8% |