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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PA RETIREMENT SOLUTIONS Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $10,521 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,268 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $609 |
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 | $84,025 | $101,591-17.3% | $147,096-42.9% | $74,429+12.9% |
| Participation rate | 99.3% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.0pp |
| Annual return | 14.42% | 8746.45%-8732.0pp | 419.75%-405.3pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $2,576 | $3,813-32.4% | $4,936-47.8% | $2,625-1.8% |
| Participant deferral / active EE | $5,598 | $7,302-23.3% | $8,071-30.6% | $4,348+28.7% |
| Admin fee / account holder | $316 | $1,750-82.0% | $13,005-97.6% | $1,944-83.8% |