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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,409 |
CROWE LLP1 year Service code 10 225 WEST WACKER DR STE 2600 · CHICAGO, IL 606061224 | Accounting | $23,850 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,132 | $50,574-12.7% | $169,385-73.9% | $80,149-44.9% |
| Participation rate | 36.7% | 67.8%-31.1pp | 77.2%-40.4pp | 72.9%-36.2pp |
| Annual return | 16.28% | 22.92%-6.6pp | 405.82%-389.5pp | 40.39%-24.1pp |
| Employer contribution / active EE | $586 | $1,693-65.4% | $4,012-85.4% | $2,977-80.3% |
| Participant deferral / active EE | $1,714 | $4,164-58.8% | $6,221-72.4% | $5,015-65.8% |
| Admin fee / account holder | $56 | $107-47.9% | $9,011-99.4% | $145-61.6% |