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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 | $90,592 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $66,720 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $60,112 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $8,804 |
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 | $64,158 | $82,188-21.9% | $125,391-48.8% | $64,824-1.0% |
| Participation rate | 97.6% | 77.9%+19.7pp | 82.4%+15.2pp | 71.5%+26.1pp |
| Annual return | -10.43% | 3.50%-13.9pp | 572.41%-582.8pp | 32.84%-43.3pp |
| Employer contribution / active EE | $3,215 | $3,617-11.1% | $4,816-33.2% | $2,507+28.2% |
| Participant deferral / active EE | $6,945 | $7,177-3.2% | $7,448-6.8% | $4,311+61.1% |
| Admin fee / account holder | $465 | $163+185.0% | $10,009-95.4% | $188+147.7% |