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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 | $1,404 |
KB ACTUARIAL, INC.7 years Service code 13 PO BOX 1290 · YUCAIPA, CA 92399 | Contract Administrator | $217 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,856 | $37,463-65.7% | $77,096-83.3% | $66,938-80.8% |
| Participation rate | 12.6% | 52.9%-40.3pp | 67.9%-55.3pp | 69.8%-57.2pp |
| Annual return | -16.22% | -3.25%-13.0pp | 42.35%-58.6pp | 1.58%-17.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,814-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $278 | $2,621-89.4% | $4,429-93.7% | $4,238-93.4% |
| Admin fee / account holder | $41 | $568-92.8% | $5,428-99.2% | $594-93.1% |