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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 | $37,814 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,620 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $20,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,435 | $50,902+34.4% | $155,534-56.0% | $77,736-12.0% |
| Participation rate | 55.6% | 63.1%-7.5pp | 78.2%-22.7pp | 70.6%-15.0pp |
| Annual return | 13.38% | 34.85%-21.5pp | 64.92%-51.5pp | 31.26%-17.9pp |
| Employer contribution / active EE | $1,195 | $1,991-40.0% | $4,675-74.4% | $2,728-56.2% |
| Participant deferral / active EE | $3,693 | $2,824+30.8% | $5,630-34.4% | $4,651-20.6% |
| Admin fee / account holder | $446 | $437+2.1% | $15,900-97.2% | $433+3.0% |