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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 | $53,497 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,991 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 335 MADISON AVE · NEW YORK, NY 10017 | Advisory (Plan) | $39,875 |
TRINITY PENSION CONSULTANTS4 years Service code 13 202 MONTROSE W AVE · AKRON, OH 44321 | Contract Administrator | $22,947 |
ARGI INVESTMENT SERVICES LLC2 years Service code 99 2110 HIGH WICKHAM PLACE · LOUISVILLE, KY 40245 | Other Fees | $8,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,109 | $129,227-67.4% | $184,256-77.1% | $77,762-45.8% |
| Participation rate | 68.6% | 87.4%-18.8pp | 86.8%-18.3pp | 70.6%-2.0pp |
| Annual return | 18.00% | 33.24%-15.2pp | 28.85%-10.8pp | 31.27%-13.3pp |
| Employer contribution / active EE | $2,402 | $4,412-45.6% | $6,427-62.6% | $2,728-12.0% |
| Participant deferral / active EE | $3,101 | $7,307-57.6% | $9,133-66.0% | $4,651-33.3% |
| Admin fee / account holder | $352 | $256+37.8% | $13,899-97.5% | $433-18.6% |