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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 | $25,039 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $14,472 |
BARNES WENDLING CPAS INC1 year Service code 10 1350 EUCLID AVE STE 1400 · CLEVELAND, OH 44115 | Accounting | $1,618 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $821 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,252 | $79,169-65.6% | $100,415-72.9% | $74,478-63.4% |
| Participation rate | 93.2% | 79.4%+13.8pp | 81.5%+11.7pp | 67.2%+26.0pp |
| Annual return | 9.97% | 20.51%-10.5pp | 49.47%-39.5pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $1,394 | $3,017-53.8% | $3,943-64.6% | $2,626-46.9% |
| Participant deferral / active EE | $1,263 | $7,751-83.7% | $8,091-84.4% | $4,350-71.0% |
| Admin fee / account holder | $338 | $1,337-74.7% | $7,906-95.7% | $1,946-82.6% |