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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 | $25,852 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,799 |
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.
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 | $28,564 | $102,197-72.1% | $142,460-79.9% | $74,440-61.6% |
| Participation rate | 35.1% | 79.8%-44.8pp | 76.8%-41.7pp | 70.7%-35.7pp |
| Annual return | 17.49% | 19.73%-2.2pp | 19.99%-2.5pp | 34.37%-16.9pp |
| Employer contribution / active EE | $1,585 | $5,052-68.6% | $4,847-67.3% | $2,638-39.9% |
| Participant deferral / active EE | $2,468 | $6,304-60.9% | $6,283-60.7% | $4,529-45.5% |
| Admin fee / account holder | $187 | $186+0.6% | $10,011-98.1% | $348-46.3% |