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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 | $835,914 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $274,484 |
Employer 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.
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 | $44,545 | $178,759-75.1% | $102,457-56.5% | $106,408-58.1% |
| Participation rate | 70.9% | 91.3%-20.4pp | 76.5%-5.6pp | 69.9%+1.0pp |
| Annual return | 22.26% | 17.23%+5.0pp | 29.41%-7.2pp | 17.37%+4.9pp |
| Employer contribution / active EE | $1,686 | $5,750-70.7% | $3,022-44.2% | $3,361-49.8% |
| Participant deferral / active EE | $6,313 | $9,466-33.3% | $5,054+24.9% | $5,567+13.4% |
| Admin fee / account holder | $101 | $62+61.8% | $9,451-98.9% | $79+27.0% |