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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,892 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,399 |
PRIVATE ADVISOR GROUP LLC3 years Service code 27 65 MADISON AVE STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $5,810 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,624 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,045 | $77,492-94.8% | $100,398-96.0% | $80,911-95.0% |
| Participation rate | 19.3% | 76.9%-57.6pp | 81.5%-62.2pp | 67.6%-48.3pp |
| Annual return | -72.05% | 37.23%-109.3pp | 49.32%-121.4pp | 35.63%-107.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $954 | $6,817-86.0% | $8,084-88.2% | $4,297-77.8% |
| Admin fee / account holder | $813 | $5,892-86.2% | $7,893-89.7% | $6,935-88.3% |