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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 | $182,669 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $961 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,076 | $81,301-74.1% | $76,030-72.3% | $200,096-89.5% |
| Participation rate | 63.5% | 70.1%-6.6pp | 69.1%-5.6pp | 72.0%-8.6pp |
| Annual return | 12.10% | 16.31%-4.2pp | 361.54%-349.4pp | 34.26%-22.2pp |
| Employer contribution / active EE | $258 | $3,352-92.3% | $2,688-90.4% | $3,038-91.5% |
| Participant deferral / active EE | $1,491 | $4,721-68.4% | $4,257-65.0% | $5,090-70.7% |
| Admin fee / account holder | $148 | $145+1.9% | $6,421-97.7% | $269-45.1% |