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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 | $181,033 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,393 |
Service code 27 1230 PEACHTREE ST NE STE 3800 · ATLANTA, GA 303093596 | Advisory (Plan) | $19,999 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,251 | $103,590-44.7% | $121,210-52.8% | $103,590-44.7% |
| Participation rate | 22.0% | 73.3%-51.4pp | 69.5%-47.6pp | 73.3%-51.4pp |
| Annual return | 18.06% | 33.13%-15.1pp | 987.41%-969.4pp | 33.13%-15.1pp |
| Employer contribution / active EE | $711 | $3,213-77.9% | $4,171-83.0% | $3,213-77.9% |
| Participant deferral / active EE | $936 | $5,214-82.0% | $4,084-77.1% | $5,214-82.0% |
| Admin fee / account holder | $62 | $114-46.0% | $5,647-98.9% | $114-46.0% |