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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 | $17,794 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36 |
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.
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 | $58,248 | $129,227-54.9% | $184,260-68.4% | $77,736-25.1% |
| Participation rate | 61.5% | 87.4%-25.9pp | 86.8%-25.3pp | 70.6%-9.1pp |
| Annual return | 0.00% | 33.24%-33.2pp | 28.84%-28.8pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $4,412-100.0% | $6,427-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $9,062 | $7,307+24.0% | $9,133-0.8% | $4,651+94.9% |
| Admin fee / account holder | $85 | $256-67.0% | $13,898-99.4% | $433-80.5% |