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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 | $34,155 |
DEFINITI LLC2 years Service code 13 · EIN 85-0833363 | Contract Administrator | $21,482 |
CETERA ADVISOR NETWORKS LLC2 years Service code 55 · EIN 95-3845682 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Other Commissions | $21,363 |
Filed as: RUZOMBERKA HOLLAND RENK SMITH INC Service code 10 1606 CARMODY CT. · SEWICKLEY, PA 15143 | Accounting | $9,150 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,481 |
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 | $83,030 | $61,391+35.2% | $149,723-44.5% | $71,529+16.1% |
| Participation rate | 93.3% | 62.5%+30.8pp | 78.8%+14.6pp | 67.9%+25.4pp |
| Annual return | 13.84% | 35.88%-22.0pp | 134.50%-120.7pp | 28.97%-15.1pp |
| Employer contribution / active EE | $1,835 | $2,384-23.0% | $4,821-61.9% | $2,590-29.2% |
| Participant deferral / active EE | $3,538 | $2,921+21.1% | $5,682-37.7% | $4,291-17.6% |
| Admin fee / account holder | $494 | $1,264-60.9% | $13,215-96.3% | $1,588-68.9% |