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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 | $62,831 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $42,932 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,749 |
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 | $67,236 | $83,045-19.0% | $130,026-48.3% | $71,495-6.0% |
| Participation rate | 98.7% | 74.1%+24.5pp | 78.5%+20.2pp | 67.9%+30.7pp |
| Annual return | 16.27% | 20.61%-4.3pp | -137.26%+153.5pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,440 | $2,623-7.0% | $4,321-43.5% | $2,589-5.8% |
| Participant deferral / active EE | $8,011 | $4,436+80.6% | $5,821+37.6% | $4,291+86.7% |
| Admin fee / account holder | $313 | $1,727-81.9% | $10,608-97.1% | $1,588-80.3% |