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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 | $28,566 |
EQUITABLE ADVISORS LLC3 years Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $11,034 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $28,783 | $58,320-50.6% | $86,438-66.7% | $66,938-57.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 80.3%-30.3pp | 69.8%-19.8pp |
| Annual return | -20.51% | -9.71%-10.8pp | 4397.19%-4417.7pp | 1.58%-22.1pp |
| Employer contribution / active EE | $1,474 | $2,615-43.6% | $3,769-60.9% | $2,545-42.1% |
| Participant deferral / active EE | $2,698 | $6,899-60.9% | $6,952-61.2% | $4,238-36.3% |
| Admin fee / account holder | $403 | $546-26.1% | $6,733-94.0% | $594-32.0% |