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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 | $70,209 |
GROVE POINT INVESTMENTS LLC3 years Filed as: GROVE POINT ADVISORS LLC Service code 27 2440 RESEARCH BLVD 500 · ROCKVILLE, MD 20850 | Advisory (Plan) | $63,684 |
H BECK INC4 years Service code 55 | Other Commissions | $44,147 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,793 | $129,227-27.4% | $184,256-49.1% | $77,762+20.6% |
| Participation rate | 68.7% | 87.4%-18.7pp | 86.8%-18.1pp | 70.6%-1.9pp |
| Annual return | 19.69% | 33.24%-13.6pp | 28.85%-9.2pp | 31.27%-11.6pp |
| Employer contribution / active EE | $2,844 | $4,412-35.5% | $6,427-55.7% | $2,728+4.3% |
| Participant deferral / active EE | $3,984 | $7,307-45.5% | $9,133-56.4% | $4,651-14.3% |
| Admin fee / account holder | $442 | $256+73.0% | $13,899-96.8% | $433+2.2% |