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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 | $7,350 |
Filed as: CAPE INVESTMENT ADVISORY Service code 27 1600 PENNSYLVANIA AVW · MCDONOUGH, GA 30253 | Advisory (Plan) | $1,970 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 201 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $564 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,261 | $117,895-37.9% | $102,460-28.5% | $145,897-49.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -4.04% | 31.92%-36.0pp | 29.47%-33.5pp | 552.29%-556.3pp |
| Employer contribution / active EE | $4,077 | $3,619+12.7% | $3,025+34.8% | $4,663-12.6% |
| Participant deferral / active EE | $8,731 | $5,736+52.2% | $5,056+72.7% | $6,689+30.5% |
| Admin fee / account holder | $6,226 | $13,353-53.4% | $9,460-34.2% | $13,390-53.5% |