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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $20,065 |
Filed as: EMPOWER ADVISORY GROUP , LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $11,740 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,864 | $52,960-85.2% | $86,640-90.9% | $80,157-90.2% |
| Participation rate | 97.3% | 62.4%+34.9pp | 71.7%+25.6pp | 72.9%+24.4pp |
| Annual return | 14.66% | 24.84%-10.2pp | 592.52%-577.9pp | 40.39%-25.7pp |
| Employer contribution / active EE | $1,655 | $2,138-22.6% | $3,024-45.3% | $2,977-44.4% |
| Participant deferral / active EE | $1,361 | $3,226-57.8% | $4,438-69.3% | $5,015-72.9% |
| Admin fee / account holder | $11 | $113-90.1% | $5,616-99.8% | $145-92.3% |