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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 | $29,625 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $8,527 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $3,977 |
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 | $41,789 | $80,983-48.4% | $96,544-56.7% | $75,177-44.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.94% | 27.05%-14.1pp | 25.88%-12.9pp | 160.75%-147.8pp |
| Employer contribution / active EE | $1,446 | $2,282-36.6% | $2,966-51.3% | $2,671-45.9% |
| Participant deferral / active EE | $3,076 | $3,929-21.7% | $4,851-36.6% | $4,126-25.5% |
| Admin fee / account holder | $411 | $6,717-93.9% | $8,254-95.0% | $5,651-92.7% |