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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,132 |
Service code 27 · EIN 47-4360318 6465 GREENWOOD PLAZA BLVD · CENTENNIAL, CO 80111 | Advisory (Plan) | $35,617 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC. DBA FUTUREPL Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $13,472 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,112 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,177 | $101,955-27.2% | $112,899-34.3% | $71,511+3.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.5%+19.5pp | 67.9%+32.1pp |
| Annual return | 17.99% | 28.92%-10.9pp | 34.11%-16.1pp | 28.86%-10.9pp |
| Employer contribution / active EE | $5,406 | $4,743+14.0% | $4,566+18.4% | $2,589+108.8% |
| Participant deferral / active EE | $7,407 | $6,771+9.4% | $6,516+13.7% | $4,291+72.6% |
| Admin fee / account holder | $366 | $1,395-73.7% | $7,047-94.8% | $1,588-76.9% |