| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,735,971 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,934 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,639 | $106,994-49.9% | $135,998-60.6% | $96,393-44.4% |
| Participation rate | 42.2% | 72.5%-30.4pp | 81.9%-39.8pp | 71.3%-29.1pp |
| Annual return | 24.70% | 26.64%-1.9pp | 68.37%-43.7pp | 22.88%+1.8pp |
| Employer contribution / active EE | $1,442 | $3,391-57.5% | $4,860-70.3% | $3,239-55.5% |
| Participant deferral / active EE | $3,037 | $7,968-61.9% | $7,761-60.9% | $5,455-44.3% |
| Admin fee / account holder | $145 | $79+83.0% | $10,769-98.7% | $74+95.8% |