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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 70911 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $15,044 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,522 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $13,143 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,217 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $2,872 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,790 | $84,493-35.2% | $125,381-56.3% | $66,938-18.1% |
| Participation rate | 53.8% | 76.4%-22.6pp | 82.4%-28.6pp | 69.8%-16.0pp |
| Annual return | -9.00% | -8.49%-0.5pp | 572.31%-581.3pp | 1.58%-10.6pp |
| Employer contribution / active EE | $768 | $3,554-78.4% | $4,815-84.0% | $2,545-69.8% |
| Participant deferral / active EE | $5,195 | $6,783-23.4% | $7,448-30.3% | $4,238+22.6% |
| Admin fee / account holder | $313 | $685-54.3% | $10,007-96.9% | $594-47.2% |