Filed September 5, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,600 |
Service code 27 P.O. BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $19,060 |
NEWPORT GROUP, INC.5 years Service code 13 300 PRIMERA BLVD. · LAKE MARY, FL 32746 | Contract Administrator | $5,885 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,686 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 DBA FUTUREPLAN ADMIN · SAN DIEGO, CA 92101 | Contract Administrator | $75 |
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 | $34,866 | $79,209-56.0% | $102,434-66.0% | $74,459-53.2% |
| Participation rate | 77.3% | 74.8%+2.5pp | 76.5%+0.8pp | 67.2%+10.1pp |
| Annual return | 13.07% | 54.98%-41.9pp | 29.46%-16.4pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $2,148 | $2,362-9.1% | $3,023-28.9% | $2,626-18.2% |
| Participant deferral / active EE | $4,553 | $4,417+3.1% | $5,055-9.9% | $4,350+4.7% |
| Admin fee / account holder | $331 | $2,002-83.4% | $9,462-96.5% | $1,945-83.0% |