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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,596 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,972 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $8,416 |
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 | $78,674 | $102,385-23.2% | $147,080-46.5% | $80,935-2.8% |
| Participation rate | 89.9% | 75.9%+14.0pp | 82.2%+7.7pp | 67.7%+22.2pp |
| Annual return | 22.35% | 135.09%-112.7pp | 420.17%-397.8pp | 35.66%-13.3pp |
| Employer contribution / active EE | $1,899 | $3,717-48.9% | $4,933-61.5% | $2,757-31.1% |
| Participant deferral / active EE | $5,738 | $6,651-13.7% | $8,066-28.9% | $4,299+33.5% |
| Admin fee / account holder | $356 | $7,951-95.5% | $12,989-97.3% | $6,924-94.9% |