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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $38,710 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,955 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,822 |
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 | $120,932 | $102,429+18.1% | $147,096-17.8% | $80,925+49.4% |
| Participation rate | 92.2% | 75.9%+16.3pp | 82.2%+10.0pp | 67.7%+24.5pp |
| Annual return | 16.10% | 135.02%-118.9pp | 419.75%-403.7pp | 35.65%-19.6pp |
| Employer contribution / active EE | $10,426 | $3,716+180.6% | $4,936+111.2% | $2,756+278.3% |
| Participant deferral / active EE | $13,986 | $6,649+110.4% | $8,071+73.3% | $4,299+225.3% |
| Admin fee / account holder | $413 | $7,957-94.8% | $13,005-96.8% | $6,940-94.0% |