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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 | $19,372 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,293 |
Filed as: COMPENSATION STRATEGIES ADMIN SVCS Service code 13 2920 TOCCOA RD · BEAUMONT, TX 77703 | Contract Administrator | $1,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,587 | $59,105-16.1% | $159,991-69.0% | $66,930-25.9% |
| Participation rate | 58.7% | 68.1%-9.4pp | 78.0%-19.3pp | 69.8%-11.1pp |
| Annual return | -15.11% | -12.26%-2.9pp | 408.82%-423.9pp | 1.57%-16.7pp |
| Employer contribution / active EE | $1,892 | $1,983-4.6% | $4,225-55.2% | $2,545-25.7% |
| Participant deferral / active EE | $3,123 | $4,395-28.9% | $6,183-49.5% | $4,238-26.3% |
| Admin fee / account holder | $143 | $591-75.9% | $8,715-98.4% | $593-76.0% |