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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 | $39,857 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,866 | $59,448+66.3% | $93,696+5.5% | $74,459+32.8% |
| Participation rate | 61.0% | 59.6%+1.4pp | 68.7%-7.7pp | 67.2%-6.2pp |
| Annual return | 9.93% | 82.11%-72.2pp | 133.74%-123.8pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $1,072 | $1,266-15.4% | $2,422-55.8% | $2,626-59.2% |
| Participant deferral / active EE | $3,303 | $3,052+8.2% | $4,417-25.2% | $4,350-24.1% |
| Admin fee / account holder | $401 | $3,027-86.7% | $8,287-95.2% | $1,945-79.4% |