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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 | $716,484 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $154,960 |
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 | $33,752 | $161,802-79.1% | $96,564-65.0% | $96,393-65.0% |
| Participation rate | 65.0% | 92.5%-27.4pp | 76.0%-11.0pp | 71.3%-6.3pp |
| Annual return | 35.48% | 18.41%+17.1pp | 25.89%+9.6pp | 22.88%+12.6pp |
| Employer contribution / active EE | $1,497 | $5,381-72.2% | $2,967-49.5% | $3,239-53.8% |
| Participant deferral / active EE | $5,462 | $8,927-38.8% | $4,852+12.6% | $5,455+0.1% |
| Admin fee / account holder | $72 | $61+18.8% | $8,256-99.1% | $74-2.1% |