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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,357 |
DAVINCI CAPITAL MANAGEMENT6 years Service code 27 801 CAMBRIDGE ST · CAMBRIDGE, MA 02141 | Advisory (Plan) | $21,304 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,447 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,514 | $46,688+14.6% | $189,758-71.8% | $69,733-23.3% |
| Participation rate | 43.2% | 61.7%-18.5pp | 79.8%-36.6pp | 62.5%-19.3pp |
| Annual return | 11.58% | 14.35%-2.8pp | 52.62%-41.0pp | 15.22%-3.6pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $4,767-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $2,831 | $2,143+32.1% | $5,856-51.7% | $3,054-7.3% |
| Admin fee / account holder | $491 | $1,700-71.1% | $20,388-97.6% | $3,102-84.2% |