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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 | $14,337 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,105 | $47,766-53.7% | $82,744-73.3% | $64,819-65.9% |
| Participation rate | 43.9% | 67.7%-23.8pp | 72.6%-28.7pp | 71.5%-27.6pp |
| Annual return | 126.08% | -13.06%+139.1pp | 702.22%-576.1pp | 32.84%+93.2pp |
| Employer contribution / active EE | $1,499 | $2,182-31.3% | $3,008-50.2% | $2,507-40.2% |
| Participant deferral / active EE | $2,587 | $3,332-22.4% | $4,395-41.1% | $4,311-40.0% |
| Admin fee / account holder | $114 | $143-20.1% | $5,325-97.9% | $188-39.2% |