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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 27 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $204,896 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP. LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $18,268 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $14,391 |
Service code 10 · EIN 95-4345526 | Accounting | $7,475 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $811,524 | $50,812+1497.1% | $155,602+421.5% | $77,692+944.5% |
| Participation rate | 94.4% | 63.1%+31.3pp | 78.2%+16.2pp | 70.6%+23.8pp |
| Annual return | 16.75% | 34.85%-18.1pp | 64.81%-48.1pp | 31.25%-14.5pp |
| Employer contribution / active EE | $36,195 | $1,989+1720.0% | $4,675+674.2% | $2,726+1227.7% |
| Participant deferral / active EE | $17,399 | $2,822+516.5% | $5,629+209.1% | $4,648+274.3% |
| Admin fee / account holder | $685 | $436+57.2% | $15,923-95.7% | $431+59.2% |