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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 | $31,544 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $23,359 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $888 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,843 | $122,063-73.9% | $184,256-82.7% | $74,478-57.2% |
| Participation rate | 91.6% | 85.5%+6.1pp | 86.8%+4.8pp | 67.2%+24.4pp |
| Annual return | 13.19% | 19.92%-6.7pp | 28.85%-15.7pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,960 | $7,144-44.6% | $9,133-56.6% | $4,350-9.0% |
| Admin fee / account holder | $330 | $1,253-73.6% | $13,899-97.6% | $1,946-83.0% |