Filed September 17, 2026 (most recent of 2 filings on file)
Total covered: 27 employees
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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 | $30,218 |
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $22,605 |
WISS & COMPANY, LLP5 years Service code 10 100 CAMPUS DR STE 400 · FLORHAM PARK, NJ 07932 | Accounting | $16,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $619 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,755 | $62,127+97.6% | $81,382+50.8% | $74,495+64.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 13.29% | 16.48%-3.2pp | 24.73%-11.4pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $3,424 | $1,882+81.9% | $2,463+39.0% | $2,623+30.5% |
| Participant deferral / active EE | $10,159 | $3,229+214.6% | $3,883+161.6% | $4,346+133.8% |
| Admin fee / account holder | $439 | $1,934-77.3% | $5,768-92.4% | $1,942-77.4% |