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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 | $56,186 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,746 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $20,584 |
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 | $59,523 | $53,165+12.0% | $86,216-31.0% | $74,460-20.1% |
| Participation rate | 61.2% | 64.9%-3.6pp | 69.0%-7.7pp | 70.7%-9.5pp |
| Annual return | 13.01% | 22.64%-9.6pp | 1169.42%-1156.4pp | 34.38%-21.4pp |
| Employer contribution / active EE | $399 | $1,210-67.0% | $2,382-83.3% | $2,638-84.9% |
| Participant deferral / active EE | $3,330 | $3,234+3.0% | $3,986-16.5% | $4,530-26.5% |
| Admin fee / account holder | $378 | $551-31.5% | $6,853-94.5% | $348+8.6% |