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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 | $53,051 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $23,832 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,814 |
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 | $46,766 | $71,057-34.2% | $93,654-50.1% | $80,874-42.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 15.32% | 11.26%+4.1pp | 133.34%-118.0pp | 35.62%-20.3pp |
| Employer contribution / active EE | $6,205 | $1,564+296.7% | $2,421+156.3% | $2,756+125.2% |
| Participant deferral / active EE | $12,229 | $4,034+203.2% | $4,413+177.1% | $4,297+184.6% |
| Admin fee / account holder | $317 | $6,944-95.4% | $8,282-96.2% | $6,935-95.4% |