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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,567 |
Filed as: NYLIFE SECURITIES LLC Service code 55 51 MADISON AVE RM 251 · NEW YORK, NY 100101603 | Other Commissions | $18,081 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,717 |
Filed as: BLUE RIDGE ESOP ASSOOCIATIES Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $10,660 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $4,388 |
Filed as: EMPOWER FINANCIAL SERVICES Service code 59 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,517 | $80,781-16.4% | $102,437-34.1% | $74,478-9.3% |
| Participation rate | 97.3% | 65.7%+31.6pp | 74.5%+22.8pp | 67.2%+30.1pp |
| Annual return | 9.10% | 27.58%-18.5pp | 24.95%-15.8pp | 1370.56%-1361.5pp |
| Employer contribution / active EE | $3,158 | $3,160-0.1% | $3,871-18.4% | $2,626+20.2% |
| Participant deferral / active EE | $4,712 | $3,862+22.0% | $5,060-6.9% | $4,350+8.3% |
| Admin fee / account holder | $456 | $2,372-80.8% | $8,388-94.6% | $1,946-76.6% |