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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,950 |
Service code 27 1 HOVCHILD PZ 4000 RT 66 STE 331 · TINTON FALLS, NJ 07753 | Advisory (Plan) | $1,962 |
Service code 28 40 S MAIN ST STE 1800 · MEMPHIS, TN 38103 | Investment Management | $1,364 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $665 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57 |
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.
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 | $7,604 | $63,471-88.0% | $68,808-88.9% | $66,938-88.6% |
| Participation rate | 26.6% | 60.0%-33.4pp | 69.0%-42.4pp | 69.8%-43.2pp |
| Annual return | -15.41% | -8.29%-7.1pp | -6.37%-9.0pp | 1.58%-17.0pp |
| Employer contribution / active EE | $71 | $1,776-96.0% | $2,656-97.3% | $2,545-97.2% |
| Participant deferral / active EE | $406 | $2,946-86.2% | $3,942-89.7% | $4,238-90.4% |
| Admin fee / account holder | $151 | $578-73.8% | $4,936-96.9% | $594-74.5% |