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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 | $97,648-15.1% | $121,663-31.8% | $87,485-5.2% |
| Participation rate | 98.5% | 70.5%+28.0pp | 74.5%+24.0pp | 68.9%+29.6pp |
| Annual return | 14.23% | 18.03%-3.8pp | 147.54%-133.3pp | 26.06%-11.8pp |
| Employer contribution / active EE | $2,054 | $2,300-10.7% | $3,020-32.0% | $2,596-20.9% |
| Participant deferral / active EE | $8,591 | $3,923+119.0% | $4,887+75.8% | $4,274+101.0% |
| Admin fee / account holder | $502 | $11,100-95.5% | $14,289-96.5% | $7,775-93.5% |