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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 | $17,729 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $14,511 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,075 |
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 | $141,835 | $73,988+91.7% | $96,538+46.9% | $75,177+88.7% |
| Participation rate | 78.5% | 66.4%+12.1pp | 74.3%+4.1pp | 67.2%+11.3pp |
| Annual return | 19.38% | 26.73%-7.3pp | 35.74%-16.4pp | 160.75%-141.4pp |
| Employer contribution / active EE | $6,219 | $2,930+112.2% | $3,740+66.3% | $2,671+132.8% |
| Participant deferral / active EE | $4,168 | $3,660+13.9% | $4,880-14.6% | $4,126+1.0% |
| Admin fee / account holder | $352 | $5,220-93.3% | $6,737-94.8% | $5,651-93.8% |