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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS COMPANY AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,470 |
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $0 |
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.
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 | $51,835 | $89,123-41.8% | $102,460-49.4% | $77,762-33.3% |
| Participation rate | 36.0% | 80.9%-44.9pp | 76.5%-40.5pp | 70.6%-34.6pp |
| Annual return | 8.84% | 25.05%-16.2pp | 29.47%-20.6pp | 31.27%-22.4pp |
| Employer contribution / active EE | $742 | $2,700-72.5% | $3,025-75.5% | $2,728-72.8% |
| Participant deferral / active EE | $1,102 | $5,148-78.6% | $5,056-78.2% | $4,651-76.3% |
| Admin fee / account holder | $361 | $236+52.9% | $9,460-96.2% | $433-16.7% |