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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 | $35,703 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,236 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,010 | $66,459-38.3% | $81,286-49.5% | $77,714-47.2% |
| Participation rate | 25.0% | 68.7%-43.7pp | 69.5%-44.5pp | 70.6%-45.6pp |
| Annual return | 13.21% | 15.95%-2.7pp | 24.80%-11.6pp | 31.26%-18.0pp |
| Employer contribution / active EE | $828 | $2,156-61.6% | $2,463-66.4% | $2,727-69.6% |
| Participant deferral / active EE | $1,435 | $3,674-61.0% | $3,883-63.1% | $4,649-69.1% |
| Admin fee / account holder | $251 | $585-57.1% | $5,764-95.6% | $433-42.1% |