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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 | $41,016-16.5% | $152,093-77.5% | $64,097-46.6% |
| Participation rate | 52.3% | 51.3%+1.0pp | 77.8%-25.4pp | 55.2%-2.9pp |
| Annual return | -6.91% | 39.60%-46.5pp | 66.36%-73.3pp | 34.64%-41.6pp |
| Employer contribution / active EE | $826 | $1,342-38.5% | $4,175-80.2% | $1,891-56.3% |
| Participant deferral / active EE | $1,167 | $1,927-39.5% | $5,451-78.6% | $3,080-62.1% |
| Admin fee / account holder | $139 | $2,305-94.0% | $14,497-99.0% | $3,454-96.0% |