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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 | $16,273 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $13,633 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,269 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INC DBA MORNINGSTAR ASS Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,362 | $78,562-39.7% | $105,608-55.2% | $74,429-36.4% |
| Participation rate | 64.2% | 72.8%-8.6pp | 75.3%-11.1pp | 67.2%-3.0pp |
| Annual return | 11.50% | 15.94%-4.4pp | 116.50%-105.0pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $1,425 | $2,521-43.5% | $3,167-55.0% | $2,625-45.7% |
| Participant deferral / active EE | $2,514 | $4,321-41.8% | $5,010-49.8% | $4,348-42.2% |
| Admin fee / account holder | $447 | $2,217-79.8% | $11,028-95.9% | $1,944-77.0% |