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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $18,903 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,170 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,433 |
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 | $73,664 | $95,453-22.8% | $112,040-34.3% | $82,448-10.7% |
| Participation rate | 84.1% | 72.8%+11.4pp | 76.5%+7.7pp | 68.1%+16.1pp |
| Annual return | 15.58% | 23.92%-8.3pp | 24.52%-8.9pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,704 | $2,318+16.7% | $2,954-8.5% | $2,551+6.0% |
| Participant deferral / active EE | $4,143 | $4,224-1.9% | $5,098-18.7% | $4,139+0.1% |
| Admin fee / account holder | $403 | $9,013-95.5% | $12,098-96.7% | $7,234-94.4% |