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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 | $26,155 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,534 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,805 | $29,733+64.1% | $56,025-12.9% | $80,959-39.7% |
| Participation rate | 93.9% | 41.7%+52.2pp | 52.5%+41.4pp | 67.7%+26.2pp |
| Annual return | 10.31% | 35.28%-25.0pp | 1712.69%-1702.4pp | 35.67%-25.4pp |
| Employer contribution / active EE | $268 | $672-60.1% | $1,042-74.2% | $2,757-90.3% |
| Participant deferral / active EE | $5,282 | $1,229+329.7% | $1,955+170.3% | $4,300+22.8% |
| Admin fee / account holder | $309 | $2,434-87.3% | $2,828-89.1% | $6,925-95.5% |