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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 | $17,987 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $759 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,509 | $79,209-70.3% | $102,434-77.0% | $74,459-68.4% |
| Participation rate | 42.2% | 74.8%-32.6pp | 76.5%-34.3pp | 67.2%-25.0pp |
| Annual return | 11.50% | 54.98%-43.5pp | 29.46%-18.0pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $1,012 | $2,362-57.2% | $3,023-66.5% | $2,626-61.5% |
| Participant deferral / active EE | $1,291 | $4,417-70.8% | $5,055-74.5% | $4,350-70.3% |
| Admin fee / account holder | $204 | $2,002-89.8% | $9,462-97.8% | $1,945-89.5% |