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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 | $90,530-80.2% | $76,030-76.5% | $145,897-87.7% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 9.81% | 625.08%-615.3pp | 361.54%-351.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $27,881 | $3,319+740.0% | $2,688+937.4% | $4,663+498.0% |
| Participant deferral / active EE | $52,969 | $5,164+925.6% | $4,257+1144.2% | $6,689+691.9% |
| Admin fee / account holder | $48 | $8,383-99.4% | $6,421-99.3% | $13,390-99.6% |