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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 | $21,643 |
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,283 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,209 | $50,199+31.9% | $69,890-5.3% | $66,949-1.1% |
| Participation rate | 32.9% | 66.3%-33.4pp | 70.5%-37.6pp | 69.8%-36.9pp |
| Annual return | -6.73% | -13.85%+7.1pp | 190.84%-197.6pp | 1.57%-8.3pp |
| Employer contribution / active EE | $738 | $1,864-60.4% | $2,560-71.2% | $2,545-71.0% |
| Participant deferral / active EE | $2,310 | $3,112-25.8% | $3,848-40.0% | $4,239-45.5% |
| Admin fee / account holder | $325 | $600-45.8% | $6,267-94.8% | $594-45.3% |