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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 | $61,531 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1 | $138,386-100.0% | $184,260-100.0% | $80,935-100.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 86.8%-86.8pp | 67.7%-67.7pp |
| Annual return | 14.59% | 20.02%-5.4pp | 28.84%-14.2pp | 35.66%-21.1pp |
| Employer contribution / active EE | $915 | $4,851-81.1% | $6,427-85.8% | $2,757-66.8% |
| Participant deferral / active EE | $16,694 | $7,076+135.9% | $9,133+82.8% | $4,299+288.3% |
| Admin fee / account holder | $2,942 | $10,489-72.0% | $13,898-78.8% | $6,924-57.5% |