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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 | $9,576 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $9,465 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $492 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,304 | $95,438-78.7% | $135,982-85.1% | $74,473-72.7% |
| Participation rate | 63.1% | 78.2%-15.1pp | 81.9%-18.8pp | 70.7%-7.6pp |
| Annual return | 69.53% | 32.61%+36.9pp | 68.32%+1.2pp | 34.36%+35.2pp |
| Employer contribution / active EE | $1,528 | $3,878-60.6% | $4,859-68.6% | $2,638-42.1% |
| Participant deferral / active EE | $4,383 | $7,790-43.7% | $7,760-43.5% | $4,530-3.3% |
| Admin fee / account holder | $63 | $259-75.8% | $10,767-99.4% | $347-82.0% |