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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 | $22,152 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $6,061 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $114 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,897 | $90,397-80.2% | $76,002-76.5% | $145,959-87.7% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 9.81% | 621.97%-612.2pp | 360.07%-350.3pp | 561.95%-552.1pp |
| Employer contribution / active EE | $27,881 | $3,317+740.5% | $2,688+937.1% | $4,661+498.2% |
| Participant deferral / active EE | $52,969 | $5,163+925.8% | $4,257+1144.4% | $6,689+691.9% |
| Admin fee / account holder | $48 | $8,369-99.4% | $6,414-99.3% | $13,398-99.6% |