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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,508 |
GOLDMAN SACHS8 years Filed as: AVEO CAPITAL PARTNERS, LLC Service code 27 9635 MAROON CIR STE 440 · ENGLEWOOD, CO 80112 | Advisory (Plan) | $45,587 |
EXPAND FINANCIAL4 years Filed as: EXPAND FINANCIAL LLC Service code 27 PO BOX 2208 · WACO, TX 76701 | Advisory (Plan) | $12,398 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,426 |
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 | $62,317 | $101,591-38.7% | $147,096-57.6% | $74,429-16.3% |
| Participation rate | 85.8% | 75.5%+10.3pp | 82.2%+3.6pp | 67.2%+18.6pp |
| Annual return | 16.48% | 8746.45%-8730.0pp | 419.75%-403.3pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $3,726 | $3,813-2.3% | $4,936-24.5% | $2,625+42.0% |
| Participant deferral / active EE | $13,863 | $7,302+89.8% | $8,071+71.8% | $4,348+218.8% |
| Admin fee / account holder | $390 | $1,750-77.7% | $13,005-97.0% | $1,944-79.9% |