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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $103,937 |
Service code 99 PO BOX 198928 · NASHVILLE, TN 37238 | Other Fees | $85,236 |
NISEN & ELLIOTT, LLC1 year Filed as: NISEN & ELLIOTT LLC Service code 99 180 N LA SALLE ST STE 3600 · CHICAGO, IL 60601 | Other Fees | $24,243 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 4807 INNOVATE LANE · MADISON, WI 53718 | Accounting | $13,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,114 | $73,532+38.9% | $178,505-42.8% | $74,478+37.1% |
| Participation rate | 78.6% | 66.6%+12.0pp | 77.1%+1.5pp | 67.2%+11.3pp |
| Annual return | 9.62% | 17.49%-7.9pp | 27.16%-17.5pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $1,074 | $2,221-51.6% | $3,955-72.9% | $2,626-59.1% |
| Participant deferral / active EE | $9,704 | $4,519+114.8% | $6,280+54.5% | $4,350+123.1% |
| Admin fee / account holder | $428 | $1,813-76.4% | $10,428-95.9% | $1,946-78.0% |