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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 | $36,964 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $25,711 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,399 |
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 | $58,382 | $82,674-29.4% | $125,381-53.4% | $68,486-14.8% |
| Participation rate | 71.4% | 75.1%-3.6pp | 82.4%-11.0pp | 67.9%+3.5pp |
| Annual return | -13.82% | -5.97%-7.9pp | 572.31%-586.1pp | -7.85%-6.0pp |
| Employer contribution / active EE | $1,883 | $3,382-44.3% | $4,815-60.9% | $2,597-27.5% |
| Participant deferral / active EE | $11,297 | $6,111+84.9% | $7,448+51.7% | $4,028+180.5% |
| Admin fee / account holder | $725 | $6,277-88.5% | $10,007-92.8% | $5,404-86.6% |