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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,664 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,848 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 1 CAPITAL WAY · CRANSTON, RI 02910 | Accounting | $18,165 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $6,191 |
JANNEY MONTGOMERY SCOTT LLC8+ years Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $3,000 |
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 | $32,844 | $71,534-54.1% | $98,462-66.6% | $71,529-54.1% |
| Participation rate | 95.8% | 72.7%+23.1pp | 75.2%+20.6pp | 67.9%+27.9pp |
| Annual return | 8.16% | 32.44%-24.3pp | 21.17%-13.0pp | 28.97%-20.8pp |
| Employer contribution / active EE | $1,659 | $2,399-30.8% | $3,049-45.6% | $2,590-35.9% |
| Participant deferral / active EE | $2,455 | $4,109-40.2% | $4,738-48.2% | $4,291-42.8% |
| Admin fee / account holder | $396 | $1,677-76.4% | $8,875-95.5% | $1,588-75.0% |