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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $47,013 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,990 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,858 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,830 | $106,264-37.1% | $147,117-54.6% | $77,762-14.1% |
| Participation rate | 50.7% | 78.4%-27.7pp | 82.2%-31.5pp | 70.6%-19.9pp |
| Annual return | 12.76% | 56.94%-44.2pp | 420.54%-407.8pp | 31.27%-18.5pp |
| Employer contribution / active EE | $771 | $4,074-81.1% | $4,932-84.4% | $2,728-71.8% |
| Participant deferral / active EE | $5,046 | $8,003-36.9% | $8,065-37.4% | $4,651+8.5% |
| Admin fee / account holder | $351 | $334+4.8% | $12,993-97.3% | $433-19.0% |