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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 | $88,186-10.1% | $165,071-52.0% | $74,459+6.5% |
| Participation rate | 93.8% | 73.1%+20.7pp | 78.6%+15.2pp | 67.2%+26.6pp |
| Annual return | 12.84% | 17.13%-4.3pp | 70.17%-57.3pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $2,317 | $2,600-10.9% | $4,347-46.7% | $2,626-11.8% |
| Participant deferral / active EE | $7,923 | $4,505+75.9% | $6,035+31.3% | $4,350+82.2% |
| Admin fee / account holder | $375 | $2,234-83.2% | $12,695-97.0% | $1,945-80.7% |