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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 | $89,863 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $70,546 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $58,619 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $9,621 |
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 | $71,310 | $95,438-25.3% | $135,982-47.6% | $74,473-4.2% |
| Participation rate | 98.3% | 78.2%+20.0pp | 81.9%+16.3pp | 70.7%+27.5pp |
| Annual return | 17.38% | 32.61%-15.2pp | 68.32%-50.9pp | 34.36%-17.0pp |
| Employer contribution / active EE | $3,950 | $3,878+1.9% | $4,859-18.7% | $2,638+49.7% |
| Participant deferral / active EE | $8,211 | $7,790+5.4% | $7,760+5.8% | $4,530+81.3% |
| Admin fee / account holder | $451 | $259+74.2% | $10,767-95.8% | $347+30.0% |