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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 | $38,622 |
DARK HORSE FINANCIAL LLC6 years Service code 27 PO BOX 252 · HAYDEN, ID 83835 | Advisory (Plan) | $20,785 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $541 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,579 | $54,674-0.2% | $76,089-28.3% | $74,429-26.7% |
| Participation rate | 59.5% | 60.3%-0.8pp | 69.1%-9.6pp | 67.2%-7.7pp |
| Annual return | 10.05% | 31.89%-21.8pp | 360.94%-350.9pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $1,513 | $1,781-15.1% | $2,690-43.8% | $2,625-42.4% |
| Participant deferral / active EE | $2,982 | $3,071-2.9% | $4,259-30.0% | $4,348-31.4% |
| Admin fee / account holder | $359 | $2,238-84.0% | $6,418-94.4% | $1,944-81.5% |