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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $40,751 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,309 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,750 |
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 | $102,569 | $73,397+39.7% | $178,014-42.4% | $74,546+37.6% |
| Participation rate | 86.4% | 66.6%+19.8pp | 77.1%+9.3pp | 67.2%+19.2pp |
| Annual return | 16.26% | 17.49%-1.2pp | 294.80%-278.5pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $7,265 | $2,217+227.6% | $3,950+83.9% | $2,624+176.8% |
| Participant deferral / active EE | $11,025 | $4,512+144.3% | $6,276+75.7% | $4,347+153.6% |
| Admin fee / account holder | $401 | $1,809-77.8% | $10,362-96.1% | $1,944-79.3% |