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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 | $65,072-42.8% | $66,439-44.0% | $65,306-43.0% |
| Participation rate | 72.3% | 69.1%+3.2pp | 74.5%-2.2pp | 57.7%+14.6pp |
| Annual return | 13.81% | 21.50%-7.7pp | 757.66%-743.9pp | 21.94%-8.1pp |
| Employer contribution / active EE | $3,189 | $2,475+28.8% | $2,637+20.9% | $1,967+62.1% |
| Participant deferral / active EE | $2,306 | $3,234-28.7% | $3,876-40.5% | $2,959-22.1% |
| Admin fee / account holder | $378 | $1,323-71.4% | $6,173-93.9% | $3,480-89.1% |