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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 | $37,365 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $21,479 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,833 |
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 | $152,627 | $81,446+87.4% | $103,374+47.6% | $80,874+88.7% |
| Participation rate | 77.7% | 66.9%+10.8pp | 74.5%+3.2pp | 67.6%+10.0pp |
| Annual return | 16.85% | 25.57%-8.7pp | 24.89%-8.0pp | 35.62%-18.8pp |
| Employer contribution / active EE | $11,706 | $3,107+276.8% | $3,869+202.5% | $2,756+324.8% |
| Participant deferral / active EE | $4,367 | $3,870+12.8% | $5,058-13.7% | $4,297+1.6% |
| Admin fee / account holder | $586 | $6,715-91.3% | $8,394-93.0% | $6,935-91.5% |