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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 | $62,482 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,710 | $58,911-49.6% | $129,384-77.0% | $77,736-61.8% |
| Participation rate | 41.6% | 59.4%-17.8pp | 69.6%-28.0pp | 70.6%-28.9pp |
| Annual return | 11.97% | 24.75%-12.8pp | 9461.77%-9449.8pp | 31.26%-19.3pp |
| Employer contribution / active EE | $1,754 | $1,955-10.3% | $4,153-57.8% | $2,728-35.7% |
| Participant deferral / active EE | $3,695 | $3,220+14.8% | $4,166-11.3% | $4,651-20.6% |
| Admin fee / account holder | $168 | $592-71.6% | $7,686-97.8% | $433-61.2% |