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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $66,650 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $31,360 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,548 | $66,486-61.6% | $81,370-68.6% | $77,762-67.1% |
| Participation rate | 60.2% | 68.7%-8.5pp | 69.5%-9.3pp | 70.6%-10.4pp |
| Annual return | 12.06% | 15.95%-3.9pp | 24.85%-12.8pp | 31.27%-19.2pp |
| Employer contribution / active EE | $1,784 | $2,158-17.3% | $2,464-27.6% | $2,728-34.6% |
| Participant deferral / active EE | $3,269 | $3,677-11.1% | $3,885-15.9% | $4,651-29.7% |
| Admin fee / account holder | $418 | $586-28.6% | $5,749-92.7% | $433-3.4% |