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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,491 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $30,625 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,725 |
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 | $37,784 | $64,176-41.1% | $112,263-66.3% | $66,949-43.6% |
| Participation rate | 92.8% | 68.4%+24.3pp | 75.1%+17.7pp | 69.8%+22.9pp |
| Annual return | -11.39% | -13.80%+2.4pp | 27.49%-38.9pp | 1.57%-13.0pp |
| Employer contribution / active EE | $1,014 | $3,007-66.3% | $3,636-72.1% | $2,545-60.2% |
| Participant deferral / active EE | $5,497 | $3,694+48.8% | $4,729+16.2% | $4,239+29.7% |
| Admin fee / account holder | $326 | $626-47.9% | $6,410-94.9% | $594-45.1% |