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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 | $27,430 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,352 |
MRPR GROUP PC7 years Service code 10 28411 NORTHWESTERN HWY STE 800 · SOUTHFIELD, MI 480345538 | Accounting | $8,500 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $3,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,657 | $55,457+38.2% | $76,119+0.7% | $77,736-1.4% |
| Participation rate | 25.1% | 63.6%-38.5pp | 69.1%-44.0pp | 70.6%-45.5pp |
| Annual return | 13.13% | 17.09%-4.0pp | 361.25%-348.1pp | 31.26%-18.1pp |
| Employer contribution / active EE | $128 | $1,792-92.9% | $2,693-95.3% | $2,728-95.3% |
| Participant deferral / active EE | $1,311 | $3,454-62.0% | $4,259-69.2% | $4,651-71.8% |
| Admin fee / account holder | $579 | $411+41.1% | $6,421-91.0% | $433+33.7% |