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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 | $28,213 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $23,579 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,436 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,424 | $90,064-65.1% | $100,392-68.7% | $77,736-59.6% |
| Participation rate | 59.8% | 81.3%-21.5pp | 81.5%-21.8pp | 70.6%-10.8pp |
| Annual return | 22.69% | 20.61%+2.1pp | 49.45%-26.8pp | 31.26%-8.6pp |
| Employer contribution / active EE | $1,921 | $3,043-36.9% | $3,941-51.3% | $2,728-29.6% |
| Participant deferral / active EE | $3,228 | $8,282-61.0% | $8,090-60.1% | $4,651-30.6% |
| Admin fee / account holder | $186 | $172+8.3% | $7,904-97.6% | $433-57.0% |