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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $63,744 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,012 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $21,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,343 | $54,193+13.2% | $93,669-34.5% | $77,714-21.1% |
| Participation rate | 61.8% | 63.9%-2.1pp | 68.7%-6.9pp | 70.6%-8.8pp |
| Annual return | 9.34% | 30.54%-21.2pp | 133.59%-124.2pp | 31.26%-21.9pp |
| Employer contribution / active EE | $384 | $1,168-67.1% | $2,424-84.1% | $2,727-85.9% |
| Participant deferral / active EE | $3,235 | $3,144+2.9% | $4,416-26.7% | $4,649-30.4% |
| Admin fee / account holder | $410 | $576-28.7% | $8,291-95.1% | $433-5.3% |