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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 | $102,382+18.1% | $147,005-17.7% | $80,874+49.5% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.2%+10.0pp | 67.6%+24.6pp |
| Annual return | 16.10% | 134.89%-118.8pp | 418.76%-402.7pp | 35.62%-19.5pp |
| Employer contribution / active EE | $10,426 | $3,715+180.6% | $4,934+111.3% | $2,756+278.3% |
| Participant deferral / active EE | $13,986 | $6,646+110.4% | $8,070+73.3% | $4,297+225.5% |
| Admin fee / account holder | $413 | $7,942-94.8% | $13,006-96.8% | $6,935-94.0% |