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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 | $111,017 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $55,961 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,166 | $99,168-19.2% | $96,534-17.0% | $74,460+7.7% |
| Participation rate | 69.0% | 80.7%-11.7pp | 76.0%-7.0pp | 70.7%-1.7pp |
| Annual return | 13.33% | 22.40%-9.1pp | 25.88%-12.5pp | 34.38%-21.0pp |
| Employer contribution / active EE | $1,838 | $2,570-28.5% | $2,965-38.0% | $2,638-30.3% |
| Participant deferral / active EE | $3,959 | $4,936-19.8% | $4,851-18.4% | $4,530-12.6% |
| Admin fee / account holder | $363 | $225+61.5% | $8,253-95.6% | $348+4.4% |