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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,879 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $673 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,754 | $55,470-84.2% | $155,556-94.4% | $74,478-88.2% |
| Participation rate | 93.3% | 61.9%+31.4pp | 78.2%+15.1pp | 67.2%+26.1pp |
| Annual return | 26.44% | 269.80%-243.4pp | 64.84%-38.4pp | 1370.56%-1344.1pp |
| Employer contribution / active EE | $1,438 | $2,267-36.6% | $4,675-69.2% | $2,626-45.2% |
| Participant deferral / active EE | $2,677 | $2,838-5.7% | $5,631-52.5% | $4,350-38.5% |
| Admin fee / account holder | $45 | $1,744-97.4% | $15,885-99.7% | $1,946-97.7% |