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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,059 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 DBA GALLAGHER FIDUCIARY · CLEVELAND, OH 44114 | Advisory (Plan) | $3,396 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,416 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $25 |
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 | $25,484 | $92,076-72.3% | $105,607-75.9% | $77,736-67.2% |
| Participation rate | 96.8% | 81.0%+15.8pp | 75.3%+21.5pp | 70.6%+26.2pp |
| Annual return | 0.00% | 17.84%-17.8pp | 116.11%-116.1pp | 31.26%-31.3pp |
| Employer contribution / active EE | $1,960 | $3,370-41.8% | $3,167-38.1% | $2,728-28.1% |
| Participant deferral / active EE | $2,573 | $5,390-52.3% | $5,011-48.7% | $4,651-44.7% |
| Admin fee / account holder | $22 | $219-89.8% | $10,958-99.8% | $433-94.8% |