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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8151 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $81,933 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $64,190 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8151 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,193 |
Service code 16 · EIN 34-1820650 | Consulting | $400 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $137,872 | $88,479+55.8% | $96,515+42.9% | $80,157+72.0% |
| Participation rate | 31.4% | 79.9%-48.5pp | 74.3%-43.0pp | 72.9%-41.6pp |
| Annual return | 19.24% | 22.53%-3.3pp | 35.73%-16.5pp | 40.39%-21.2pp |
| Employer contribution / active EE | $1,810 | $4,177-56.7% | $3,740-51.6% | $2,977-39.2% |
| Participant deferral / active EE | $3,133 | $3,961-20.9% | $4,880-35.8% | $5,015-37.5% |
| Admin fee / account holder | $288 | $211+36.0% | $6,735-95.7% | $145+98.4% |