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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $755 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,500 | $52,450-74.3% | $129,397-89.6% | $74,429-81.9% |
| Participation rate | 38.3% | 53.8%-15.5pp | 69.6%-31.3pp | 67.2%-28.9pp |
| Annual return | 27.12% | 15.65%+11.5pp | 9453.98%-9426.9pp | 1368.38%-1341.3pp |
| Employer contribution / active EE | $1,127 | $1,532-26.5% | $4,154-72.9% | $2,625-57.1% |
| Participant deferral / active EE | $1,660 | $2,797-40.6% | $4,167-60.2% | $4,348-61.8% |
| Admin fee / account holder | $29 | $2,636-98.9% | $7,679-99.6% | $1,944-98.5% |