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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 | $49,195 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,309 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,710 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,146 | $69,823-68.3% | $77,183-71.3% | $74,440-70.2% |
| Participation rate | 35.1% | 70.0%-34.9pp | 69.6%-34.5pp | 70.7%-35.6pp |
| Annual return | 49.24% | 19.99%+29.3pp | 37.89%+11.4pp | 34.37%+14.9pp |
| Employer contribution / active EE | $739 | $2,148-65.6% | $2,534-70.8% | $2,638-72.0% |
| Participant deferral / active EE | $1,351 | $3,558-62.0% | $3,833-64.8% | $4,529-70.2% |
| Admin fee / account holder | $173 | $398-56.6% | $5,475-96.8% | $348-50.4% |