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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 | $64,705-42.5% | $62,929-40.9% | $67,986-45.3% |
| Participation rate | 72.3% | 65.6%+6.7pp | 73.1%-0.8pp | 57.2%+15.1pp |
| Annual return | 13.81% | 20.31%-6.5pp | 1063.93%-1050.1pp | 31.67%-17.9pp |
| Employer contribution / active EE | $3,189 | $2,376+34.2% | $2,505+27.3% | $2,019+57.9% |
| Participant deferral / active EE | $2,306 | $3,198-27.9% | $3,888-40.7% | $3,358-31.3% |
| Admin fee / account holder | $378 | $1,428-73.5% | $5,065-92.5% | $3,203-88.2% |