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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 | $61,397 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $16,705 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,585 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,234 | $76,107-44.5% | $96,576-56.3% | $71,495-40.9% |
| Participation rate | 88.5% | 74.4%+14.1pp | 76.0%+12.5pp | 67.9%+20.6pp |
| Annual return | 10.58% | 22.81%-12.2pp | 25.87%-15.3pp | 28.85%-18.3pp |
| Employer contribution / active EE | $3,201 | $2,247+42.4% | $2,965+8.0% | $2,589+23.6% |
| Participant deferral / active EE | $2,904 | $4,218-31.1% | $4,851-40.1% | $4,291-32.3% |
| Admin fee / account holder | $388 | $2,708-85.7% | $8,253-95.3% | $1,588-75.6% |