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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 | $21,229 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,126 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,511 | $72,482-71.7% | $129,118-84.1% | $64,819-68.4% |
| Participation rate | 35.8% | 79.2%-43.4pp | 77.2%-41.4pp | 71.5%-35.7pp |
| Annual return | -16.53% | -9.08%-7.4pp | -10.94%-5.6pp | 32.84%-49.4pp |
| Employer contribution / active EE | $1,429 | $4,247-66.4% | $5,051-71.7% | $2,507-43.0% |
| Participant deferral / active EE | $2,055 | $5,679-63.8% | $6,539-68.6% | $4,311-52.3% |
| Admin fee / account holder | $128 | $144-11.2% | $14,305-99.1% | $188-31.8% |