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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 | $563,361 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $63,053 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,942 | $138,331-82.7% | $86,717-72.4% | $89,433-73.2% |
| Participation rate | 67.8% | 88.9%-21.0pp | 76.6%-8.7pp | 71.3%-3.4pp |
| Annual return | -6.77% | -11.72%+4.9pp | 35.97%-42.7pp | -11.88%+5.1pp |
| Employer contribution / active EE | $1,536 | $4,812-68.1% | $2,837-45.9% | $3,021-49.1% |
| Participant deferral / active EE | $6,060 | $8,027-24.5% | $4,657+30.1% | $5,125+18.3% |
| Admin fee / account holder | $67 | $64+4.0% | $7,494-99.1% | $79-16.0% |