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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $23,166 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,231 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $746 |
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 | $82,946 | $94,031-11.8% | $115,768-28.4% | $82,448+0.6% |
| Participation rate | 98.5% | 70.4%+28.1pp | 74.4%+24.1pp | 68.1%+30.4pp |
| Annual return | 14.23% | 20.61%-6.4pp | 100.46%-86.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,054 | $2,323-11.6% | $2,940-30.1% | $2,551-19.5% |
| Participant deferral / active EE | $8,591 | $3,972+116.3% | $4,917+74.7% | $4,139+107.5% |
| Admin fee / account holder | $502 | $10,249-95.1% | $12,439-96.0% | $7,234-93.1% |