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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,814 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $23,455 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,505 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,266 | $54,245-1.8% | $93,727-43.2% | $77,762-31.5% |
| Participation rate | 29.6% | 63.9%-34.3pp | 68.7%-39.1pp | 70.6%-40.9pp |
| Annual return | 14.64% | 30.58%-15.9pp | 133.83%-119.2pp | 31.27%-16.6pp |
| Employer contribution / active EE | $196 | $1,168-83.2% | $2,421-91.9% | $2,728-92.8% |
| Participant deferral / active EE | $1,926 | $3,144-38.7% | $4,417-56.4% | $4,651-58.6% |
| Admin fee / account holder | $175 | $575-69.5% | $8,292-97.9% | $433-59.5% |