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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 | $9,430 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,500 | $59,467-77.3% | $93,727-85.6% | $74,478-81.9% |
| Participation rate | 64.4% | 59.6%+4.8pp | 68.7%-4.3pp | 67.2%-2.8pp |
| Annual return | 14.14% | 82.14%-68.0pp | 133.83%-119.7pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $223 | $1,267-82.4% | $2,421-90.8% | $2,626-91.5% |
| Participant deferral / active EE | $2,306 | $3,052-24.4% | $4,417-47.8% | $4,350-47.0% |
| Admin fee / account holder | $93 | $3,028-96.9% | $8,292-98.9% | $1,946-95.2% |