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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 | $32,644 |
Service code 27 11 E KILBOURN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $22,737 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $7 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,889 | $57,305+391.9% | $86,640+225.4% | $75,173+275.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 7.25% | 2674.24%-2667.0pp | 592.52%-585.3pp | 160.72%-153.5pp |
| Employer contribution / active EE | $17,978 | $2,316+676.2% | $3,024+494.4% | $2,671+573.1% |
| Participant deferral / active EE | $6,456 | $3,320+94.5% | $4,438+45.5% | $4,126+56.5% |
| Admin fee / account holder | $488 | $4,116-88.2% | $5,616-91.3% | $5,651-91.4% |