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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 | $58,045 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,002 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,886 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,386 | $56,503-72.8% | $70,098-78.1% | $64,814-76.3% |
| Participation rate | 66.2% | 70.5%-4.3pp | 70.5%-4.3pp | 71.5%-5.3pp |
| Annual return | -16.21% | -13.44%-2.8pp | 190.76%-207.0pp | 32.84%-49.0pp |
| Employer contribution / active EE | $1,516 | $2,046-25.9% | $2,560-40.8% | $2,507-39.5% |
| Participant deferral / active EE | $2,779 | $3,389-18.0% | $3,849-27.8% | $4,310-35.5% |
| Admin fee / account holder | $174 | $160+8.3% | $6,266-97.2% | $188-7.5% |