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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 | $76,500 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $52,792 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,456 |
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 | $79,300 | $88,087-10.0% | $164,866-51.9% | $74,546+6.4% |
| Participation rate | 93.8% | 73.1%+20.8pp | 78.6%+15.2pp | 67.2%+26.6pp |
| Annual return | 12.84% | 17.27%-4.4pp | 69.97%-57.1pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $2,317 | $2,595-10.7% | $4,343-46.7% | $2,624-11.7% |
| Participant deferral / active EE | $7,923 | $4,499+76.1% | $6,033+31.3% | $4,347+82.3% |
| Admin fee / account holder | $375 | $2,232-83.2% | $12,689-97.0% | $1,944-80.7% |