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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 | $24,451 |
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLC FISHER Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $23,657 |
NFP RETIREMENT INC3 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $11,263 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $306 |
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 | $66,056 | $55,446+19.1% | $155,574-57.5% | $74,429-11.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 19.56% | 269.20%-249.6pp | 64.87%-45.3pp | 1368.38%-1348.8pp |
| Employer contribution / active EE | $8,093 | $2,266+257.1% | $4,676+73.1% | $2,625+208.3% |
| Participant deferral / active EE | $3,008 | $2,836+6.1% | $5,629-46.6% | $4,348-30.8% |
| Admin fee / account holder | $332 | $1,743-81.0% | $15,914-97.9% | $1,944-82.9% |