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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,180 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,614 |
Filed as: EMPOWER ADVISORY GROUP. LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,839 |
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 | $37,196 | $63,433-41.4% | $63,803-41.7% | $64,097-42.0% |
| Participation rate | 72.3% | 65.0%+7.3pp | 72.7%-0.4pp | 55.2%+17.1pp |
| Annual return | 13.81% | 20.74%-6.9pp | 543.72%-529.9pp | 34.64%-20.8pp |
| Employer contribution / active EE | $3,189 | $2,332+36.7% | $2,532+25.9% | $1,891+68.6% |
| Participant deferral / active EE | $2,306 | $3,119-26.1% | $3,843-40.0% | $3,080-25.1% |
| Admin fee / account holder | $378 | $1,489-74.6% | $5,196-92.7% | $3,454-89.1% |