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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 PO BOX 198928 · NASHVILLE, TN 37238 | Other Fees | $35,681 |
Filed as: EMPOWER ANNUNITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,000 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,524 | $73,988+390.0% | $96,538+275.5% | $75,177+382.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.18% | 26.73%-13.6pp | 35.74%-22.6pp | 160.75%-147.6pp |
| Employer contribution / active EE | $13,868 | $2,930+373.3% | $3,740+270.8% | $2,671+419.2% |
| Participant deferral / active EE | $10,918 | $3,660+198.3% | $4,880+123.7% | $4,126+164.6% |
| Admin fee / account holder | $41,326 | $5,220+691.7% | $6,737+513.4% | $5,651+631.3% |