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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 | $6,572 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,802 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,122 | $83,019-75.8% | $130,014-84.5% | $71,476-71.8% |
| Participation rate | 35.9% | 74.1%-38.2pp | 78.5%-42.6pp | 67.9%-32.0pp |
| Annual return | 16.62% | 20.60%-4.0pp | -137.22%+153.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,908 | $2,623-27.3% | $4,320-55.8% | $2,589-26.3% |
| Participant deferral / active EE | $3,435 | $4,434-22.5% | $5,821-41.0% | $4,290-19.9% |
| Admin fee / account holder | $60 | $1,728-96.5% | $10,616-99.4% | $1,587-96.2% |