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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 | $35,193 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,069 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $7,610 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,804 | $80,748-21.0% | $102,383-37.7% | $74,429-14.3% |
| Participation rate | 63.0% | 65.7%-2.7pp | 74.5%-11.5pp | 67.2%-4.2pp |
| Annual return | 15.06% | 27.57%-12.5pp | 24.94%-9.9pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $1,866 | $3,159-40.9% | $3,870-51.8% | $2,625-28.9% |
| Participant deferral / active EE | $3,605 | $3,861-6.6% | $5,060-28.7% | $4,348-17.1% |
| Admin fee / account holder | $372 | $2,371-84.3% | $8,391-95.6% | $1,944-80.9% |