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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 | $9,631 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $81 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,533 | $47,163-69.2% | $149,696-90.3% | $74,460-80.5% |
| Participation rate | 56.1% | 63.4%-7.3pp | 78.8%-22.7pp | 70.7%-14.6pp |
| Annual return | 0.00% | 22.75%-22.8pp | 134.46%-134.5pp | 34.38%-34.4pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $3,077 | $2,730+12.7% | $5,682-45.8% | $4,530-32.1% |
| Admin fee / account holder | $46 | $343-86.6% | $13,212-99.7% | $348-86.8% |