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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 | $28,904 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $12,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,265 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,639 | $59,819+136.8% | $79,583+78.0% | $68,490+106.8% |
| Participation rate | 55.2% | 61.1%-5.9pp | 69.5%-14.3pp | 67.9%-12.7pp |
| Annual return | -15.89% | -12.30%-3.6pp | 0.16%-16.1pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,987 | $1,505+32.0% | $2,414-17.7% | $2,597-23.5% |
| Participant deferral / active EE | $4,036 | $3,025+33.4% | $3,986+1.3% | $4,028+0.2% |
| Admin fee / account holder | $408 | $4,835-91.6% | $6,835-94.0% | $5,403-92.4% |