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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $22,786 |
Service code 99 7 WEST SQUARE LAKE RD · BLOOMFIELD HILLS, MI 48302 | Other Fees | $10,000 |
BOURGEOIS BENNETT LLC1 year Filed as: BOURGEOIS BENNETT, LLC Service code 10 · EIN 72-0136870 | Accounting | $9,750 |
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 | $116,186 | $51,207+126.9% | $70,565+64.7% | $71,529+62.4% |
| Participation rate | 91.4% | 59.4%+32.0pp | 68.4%+23.0pp | 67.9%+23.4pp |
| Annual return | 15.22% | 42.71%-27.5pp | 32.79%-17.6pp | 28.97%-13.8pp |
| Employer contribution / active EE | $6,733 | $1,795+275.1% | $2,976+126.3% | $2,590+160.0% |
| Participant deferral / active EE | $7,768 | $3,033+156.1% | $4,568+70.0% | $4,291+81.0% |
| Admin fee / account holder | $340 | $2,002-83.0% | $6,430-94.7% | $1,588-78.6% |