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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 | $73,532+39.5% | $178,505-42.5% | $74,478+37.7% |
| Participation rate | 86.4% | 66.6%+19.8pp | 77.1%+9.3pp | 67.2%+19.2pp |
| Annual return | 16.26% | 17.49%-1.2pp | 27.16%-10.9pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $7,265 | $2,221+227.1% | $3,955+83.7% | $2,626+176.6% |
| Participant deferral / active EE | $11,025 | $4,519+144.0% | $6,280+75.5% | $4,350+153.4% |
| Admin fee / account holder | $401 | $1,813-77.9% | $10,428-96.2% | $1,946-79.4% |