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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 | $78,172 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $30,067 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,475 | $80,763+78.9% | $102,412+41.1% | $74,459+94.0% |
| Participation rate | 93.7% | 65.7%+28.0pp | 74.5%+19.2pp | 67.2%+26.4pp |
| Annual return | 7.93% | 27.57%-19.6pp | 24.94%-17.0pp | 1369.70%-1361.8pp |
| Employer contribution / active EE | $13,188 | $3,160+317.4% | $3,870+240.8% | $2,626+402.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $390 | $2,371-83.6% | $8,388-95.4% | $1,945-80.0% |