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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,079 |
LARSON FINANCIAL GROUP LLC4 years Filed as: LARSON ALLEN LLP Service code 10 | Accounting | $18,734 |
RBC WEALTH MANAGEMENT10+ years Service code 27 · EIN 41-1416330 60 SOUTH SIXTH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $10,687 |
Service code 13 | Contract Administrator | $10,000 |
Filed as: PLANNED RETIREMENT CONSULTANTS Service code 13 · EIN 45-4208939 555 GOFFLE ROAD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $4,900 |
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 | $110,379 | $83,023+32.9% | $102,437+7.8% | $77,762+41.9% |
| Participation rate | 71.0% | 71.5%-0.5pp | 74.5%-3.5pp | 70.6%+0.4pp |
| Annual return | 14.96% | 19.12%-4.2pp | 24.95%-10.0pp | 31.27%-16.3pp |
| Employer contribution / active EE | $3,635 | $3,552+2.3% | $3,871-6.1% | $2,728+33.2% |
| Participant deferral / active EE | $5,966 | $4,110+45.2% | $5,060+17.9% | $4,651+28.3% |
| Admin fee / account holder | $848 | $639+32.8% | $8,388-89.9% | $433+96.0% |