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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 | $116,428 |
Service code 27 21805 FIELD PARKWAY #300 · DEER PARK, IL 60010 | Advisory (Plan) | $42,516 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,176 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,435 | $31,741+11.6% | $56,025-36.8% | $200,096-82.3% |
| Participation rate | 8.8% | 32.3%-23.6pp | 52.5%-43.7pp | 72.0%-63.3pp |
| Annual return | 12.41% | 14.72%-2.3pp | 1712.69%-1700.3pp | 34.26%-21.9pp |
| Employer contribution / active EE | $139 | $508-72.7% | $1,042-86.7% | $3,038-95.4% |
| Participant deferral / active EE | $255 | $1,184-78.5% | $1,955-86.9% | $5,090-95.0% |
| Admin fee / account holder | $248 | $426-41.9% | $2,828-91.2% | $269-8.0% |