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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,672 |
Service code 27 6263 POPLAR AVENUE SUITE 300 · MEMPHIS, TN 38119 | Advisory (Plan) | $19,021 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,114 |
BURLEIGH CONSULTING GROUP6 years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 · EIN 62-0842964 465 JACK KRAMER DRIVE · MEMPHIS, TN 38117 | Contract Administrator | $2,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,855 | $50,458-40.8% | $160,009-81.3% | $64,819-53.9% |
| Participation rate | 41.7% | 68.0%-26.3pp | 78.0%-36.3pp | 71.5%-29.8pp |
| Annual return | -16.80% | -13.42%-3.4pp | 408.85%-425.6pp | 32.84%-49.6pp |
| Employer contribution / active EE | $211 | $1,722-87.7% | $4,225-95.0% | $2,507-91.6% |
| Participant deferral / active EE | $1,647 | $4,004-58.9% | $6,183-73.4% | $4,311-61.8% |
| Admin fee / account holder | $316 | $706-55.3% | $8,715-96.4% | $188+68.2% |