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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 | $53,573 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,354 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,043 | $53,204-71.7% | $155,556-90.3% | $200,096-92.5% |
| Participation rate | 27.9% | 64.1%-36.2pp | 78.2%-50.3pp | 72.0%-44.1pp |
| Annual return | 19.57% | 41.02%-21.4pp | 64.84%-45.3pp | 34.26%-14.7pp |
| Employer contribution / active EE | $615 | $1,850-66.8% | $4,675-86.8% | $3,038-79.8% |
| Participant deferral / active EE | $941 | $3,163-70.3% | $5,631-83.3% | $5,090-81.5% |
| Admin fee / account holder | $71 | $186-61.6% | $15,885-99.6% | $269-73.5% |