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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 COMPANY OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $119,573 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,414 |
Filed as: ALLIANT INSURANCE SERVICESINC DBA Service code 55 | Other Commissions | $10,000 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 101 PARK AVENUE · NEW YORK, NY 10178 | Contract Administrator | $4,015 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $0 |
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 | $83,795 | $66,004+27.0% | $81,820+2.4% | $77,714+7.8% |
| Participation rate | 81.3% | 65.8%+15.5pp | 72.4%+8.9pp | 70.6%+10.8pp |
| Annual return | 18.04% | 26.65%-8.6pp | 777.93%-759.9pp | 31.26%-13.2pp |
| Employer contribution / active EE | $4,718 | $2,375+98.7% | $2,915+61.9% | $2,727+73.0% |
| Participant deferral / active EE | $8,923 | $3,508+154.4% | $4,323+106.4% | $4,649+91.9% |
| Admin fee / account holder | $365 | $527-30.8% | $7,391-95.1% | $433-15.8% |