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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 | $59,325 |
THE INVESTMENT CENTER INC7 years Service code 55 1420 US HWY #206 · BEDMINSTER, NJ 07921 | Other Commissions | $23,587 |
Filed as: PA RETIREMENT SOLUTIONS Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $10,829 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,317 |
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 | $99,272 | $90,107+10.2% | $182,262-45.5% | $69,733+42.4% |
| Participation rate | 99.2% | 64.8%+34.4pp | 84.2%+15.0pp | 62.5%+36.8pp |
| Annual return | 13.83% | 95.58%-81.7pp | 140.60%-126.8pp | 15.22%-1.4pp |
| Employer contribution / active EE | $2,655 | $3,043-12.7% | $5,046-47.4% | $2,250+18.0% |
| Participant deferral / active EE | $5,917 | $5,135+15.2% | $8,276-28.5% | $3,054+93.7% |
| Admin fee / account holder | $371 | $3,377-89.0% | $16,712-97.8% | $3,102-88.1% |