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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 | $58,778-49.5% | $129,295-77.0% | $77,671-61.7% |
| Participation rate | 41.6% | 59.2%-17.6pp | 69.6%-28.0pp | 70.6%-28.9pp |
| Annual return | 11.97% | 24.73%-12.8pp | 9429.28%-9417.3pp | 31.21%-19.2pp |
| Employer contribution / active EE | $1,754 | $1,952-10.1% | $4,157-57.8% | $2,726-35.7% |
| Participant deferral / active EE | $3,695 | $3,212+15.0% | $4,169-11.4% | $4,648-20.5% |
| Admin fee / account holder | $168 | $589-71.5% | $7,665-97.8% | $430-60.9% |