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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 | $20,836 |
Service code 99 391 E CENTRAL ST UNIT 8A · FRANKLIN, MA 02038 | Other Fees | $9,200 |
CLARO ADVISORS LLC4 years Service code 27 535 BOYLSTON ST 8TH FL · BOSTON, MA 02116 | Advisory (Plan) | $7,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,971 | $48,267+49.1% | $68,808+4.6% | $68,486+5.1% |
| Participation rate | 64.0% | 60.7%+3.4pp | 69.0%-5.0pp | 67.9%-3.8pp |
| Annual return | -15.67% | -12.70%-3.0pp | -6.37%-9.3pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,037 | $1,829-43.3% | $2,656-61.0% | $2,597-60.1% |
| Participant deferral / active EE | $3,394 | $2,867+18.4% | $3,942-13.9% | $4,028-15.7% |
| Admin fee / account holder | $325 | $4,362-92.6% | $4,936-93.4% | $5,404-94.0% |