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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,064 |
CARSON ADVISORY INC4 years Filed as: CARSON ALLARIA WEALTH MANAGEMENT Service code 27 2246 SOUTH ST RTE 157, SUITE 225 · GLEN CARBON, IL 62034 | Advisory (Plan) | $50,062 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,486 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1829594 11701 BORMAN DR, SUITE 300 · SAINT LOUIS, MO 63146 | Contract Administrator | $10,000 |
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 | $83,786 | $95,438-12.2% | $135,982-38.4% | $74,473+12.5% |
| Participation rate | 81.6% | 78.2%+3.4pp | 81.9%-0.3pp | 70.7%+10.9pp |
| Annual return | 18.66% | 32.61%-13.9pp | 68.32%-49.7pp | 34.36%-15.7pp |
| Employer contribution / active EE | $4,187 | $3,878+8.0% | $4,859-13.8% | $2,638+58.7% |
| Participant deferral / active EE | $6,965 | $7,790-10.6% | $7,760-10.2% | $4,530+53.7% |
| Admin fee / account holder | $324 | $259+25.3% | $10,767-97.0% | $347-6.5% |