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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,559 |
PREMIER PLAN CONSULTANTS2+ years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 · EIN 82-0986372 6215 FERRIS SQ STE 201 · SAN DIEGO, CA 92121 | Contract Administrator | $29,110 |
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 275 WYMAN ST STE 400 · WALTHAM, MA 02451 | Advisory (Plan) | $23,349 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,491 |
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 | $77,180 | $84,458-8.6% | $102,184-24.5% | $64,340+20.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 82.6%+17.4pp | 55.2%+44.8pp |
| Annual return | 18.92% | 45.73%-26.8pp | 31.58%-12.7pp | 24.14%-5.2pp |
| Employer contribution / active EE | $2,317 | $2,412-3.9% | $3,594-35.5% | $1,862+24.4% |
| Participant deferral / active EE | $10,199 | $6,208+64.3% | $8,309+22.7% | $2,980+242.2% |
| Admin fee / account holder | $313 | $2,926-89.3% | $11,609-97.3% | $3,703-91.5% |