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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,891 |
FIDUCIENT ADVISORS LLC4 years Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $28,511 |
UHY LLP1 year Service code 10 12 GREENWAY PLAZA, SUITE 1202 · HOUSTON, TX 77046 | Accounting | $7,688 |
BARTON WALTER & KRIER PC3 years Filed as: BARTON MINES COMPANY LLC DBA BARTON Service code 99 6 WARREN ST · GLENS FALLS, NY 12801 | Other Fees | $6,570 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,721 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,439 | $79,779+157.5% | $153,741+33.6% | $74,478+175.8% |
| Participation rate | 100.0% | 69.9%+30.1pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 10.67% | 15.08%-4.4pp | 15.71%-5.0pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $4,766 | $4,026+18.4% | $5,042-5.5% | $2,626+81.5% |
| Participant deferral / active EE | $8,768 | $5,329+64.5% | $6,757+29.8% | $4,350+101.5% |
| Admin fee / account holder | $446 | $1,761-74.7% | $12,749-96.5% | $1,946-77.1% |