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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 | $75,058+32.3% | $152,301-34.8% | $64,340+54.3% |
| Participation rate | 99.2% | 60.9%+38.3pp | 82.4%+16.8pp | 55.2%+44.0pp |
| Annual return | 13.83% | 29.93%-16.1pp | 80.50%-66.7pp | 24.14%-10.3pp |
| Employer contribution / active EE | $2,655 | $2,605+1.9% | $4,624-42.6% | $1,862+42.6% |
| Participant deferral / active EE | $5,917 | $5,041+17.4% | $8,004-26.1% | $2,980+98.5% |
| Admin fee / account holder | $371 | $4,050-90.9% | $14,398-97.4% | $3,703-90.0% |