Filed May 19, 2025 (most recent of 6 filings on file)
Total covered: 2 employees
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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 | $61,555 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · E. PROVIDENCE, RI 02914 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,539 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,924 | $102,661+11.9% | $151,639-24.2% | $66,938+71.7% |
| Participation rate | 98.7% | 85.5%+13.2pp | 87.5%+11.2pp | 69.8%+28.9pp |
| Annual return | -16.17% | -10.81%-5.4pp | 3.34%-19.5pp | 1.58%-17.7pp |
| Employer contribution / active EE | $9,617 | $4,184+129.9% | $6,165+56.0% | $2,545+277.9% |
| Participant deferral / active EE | $7,424 | $6,645+11.7% | $8,363-11.2% | $4,238+75.2% |
| Admin fee / account holder | $320 | $630-49.2% | $11,613-97.2% | $594-46.0% |