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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 | $24,219 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $9,906 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $3,183 |
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 | $49,365 | $86,940-43.2% | $102,434-51.8% | $80,935-39.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.26% | 18.89%-7.6pp | 29.46%-18.2pp | 35.66%-24.4pp |
| Employer contribution / active EE | $1,211 | $2,370-48.9% | $3,023-59.9% | $2,757-56.1% |
| Participant deferral / active EE | $2,908 | $4,121-29.4% | $5,055-42.5% | $4,299-32.4% |
| Admin fee / account holder | $411 | $8,047-94.9% | $9,462-95.7% | $6,924-94.1% |