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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,123 |
Service code 27 6263 POPLAR AVENUE STE. 300 · MEMPHIS, TN 38119 | Advisory (Plan) | $25,634 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,282 |
BURLEIGH CONSULTING GROUP8 years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 · EIN 62-0842964 465 JACK KRAMER DR. STE. 2 · MEMPHIS, TN 38117 | Contract Administrator | $2,848 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,517 | $62,686-29.0% | $178,505-75.1% | $77,762-42.8% |
| Participation rate | 37.8% | 66.9%-29.1pp | 77.1%-39.3pp | 70.6%-32.8pp |
| Annual return | 15.00% | 16.16%-1.2pp | 27.16%-12.2pp | 31.27%-16.3pp |
| Employer contribution / active EE | $187 | $1,914-90.2% | $3,955-95.3% | $2,728-93.1% |
| Participant deferral / active EE | $1,504 | $4,224-64.4% | $6,280-76.1% | $4,651-67.7% |
| Admin fee / account holder | $406 | $386+5.0% | $10,428-96.1% | $433-6.3% |