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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,153 |
BAIRD FUNDS4 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $37,060 |
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 | $76,606 | $89,093-14.0% | $102,434-25.2% | $77,736-1.5% |
| Participation rate | 88.0% | 80.9%+7.1pp | 76.5%+11.5pp | 70.6%+17.4pp |
| Annual return | 9.35% | 25.03%-15.7pp | 29.46%-20.1pp | 31.26%-21.9pp |
| Employer contribution / active EE | $1,854 | $2,699-31.3% | $3,023-38.7% | $2,728-32.0% |
| Participant deferral / active EE | $2,993 | $5,147-41.8% | $5,055-40.8% | $4,651-35.6% |
| Admin fee / account holder | $394 | $236+67.0% | $9,462-95.8% | $433-9.1% |