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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $15,747 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,228 | $43,749-21.8% | $158,223-78.4% | $65,306-47.6% |
| Participation rate | 52.3% | 56.9%-4.6pp | 79.2%-26.9pp | 57.7%-5.3pp |
| Annual return | -6.91% | 19.41%-26.3pp | 52.09%-59.0pp | 21.94%-28.8pp |
| Employer contribution / active EE | $826 | $1,497-44.8% | $4,109-79.9% | $1,967-58.0% |
| Participant deferral / active EE | $1,167 | $2,019-42.2% | $5,467-78.7% | $2,959-60.6% |
| Admin fee / account holder | $139 | $1,930-92.8% | $16,047-99.1% | $3,480-96.0% |