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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $93,782 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,969 |
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 | $223,104 | $78,562+184.0% | $105,608+111.3% | $74,429+199.8% |
| Participation rate | 99.3% | 72.8%+26.5pp | 75.3%+24.0pp | 67.2%+32.1pp |
| Annual return | 15.18% | 15.94%-0.8pp | 116.50%-101.3pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $8,909 | $2,521+253.3% | $3,167+181.3% | $2,625+239.4% |
| Participant deferral / active EE | $8,316 | $4,321+92.4% | $5,010+66.0% | $4,348+91.2% |
| Admin fee / account holder | $602 | $2,217-72.8% | $11,028-94.5% | $1,944-69.0% |