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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 | $52,346 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $21,673 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,598 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,469 | $64,176+89.3% | $112,263+8.2% | $66,949+81.4% |
| Participation rate | 93.8% | 68.4%+25.3pp | 75.1%+18.7pp | 69.8%+23.9pp |
| Annual return | -19.78% | -13.80%-6.0pp | 27.49%-47.3pp | 1.57%-21.3pp |
| Employer contribution / active EE | $4,884 | $3,007+62.4% | $3,636+34.3% | $2,545+91.9% |
| Participant deferral / active EE | $6,406 | $3,694+73.4% | $4,729+35.4% | $4,239+51.1% |
| Admin fee / account holder | $592 | $626-5.3% | $6,410-90.8% | $594-0.2% |