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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 | $24,542 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $22,366 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,544 |
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.)
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 | $115,670 | $83,369+38.7% | $105,223+9.9% | $67,986+70.1% |
| Participation rate | 45.0% | 56.3%-11.3pp | 75.0%-30.0pp | 57.2%-12.2pp |
| Annual return | 11.86% | 24.64%-12.8pp | 180.65%-168.8pp | 31.67%-19.8pp |
| Employer contribution / active EE | $483 | $2,541-81.0% | $3,689-86.9% | $2,019-76.1% |
| Participant deferral / active EE | $2,290 | $3,295-30.5% | $5,072-54.8% | $3,358-31.8% |
| Admin fee / account holder | $396 | $4,073-90.3% | $8,859-95.5% | $3,203-87.6% |