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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,844 |
DARK HORSE FINANCIAL LLC5 years Service code 27 PO BOX 252 · HAYDEN, ID 83835 | Advisory (Plan) | $20,876 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $492 |
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 | $49,802 | $51,166-2.7% | $70,544-29.4% | $71,511-30.4% |
| Participation rate | 58.2% | 59.4%-1.2pp | 68.4%-10.2pp | 67.9%-9.7pp |
| Annual return | 7.34% | 42.71%-35.4pp | 32.79%-25.4pp | 28.86%-21.5pp |
| Employer contribution / active EE | $1,507 | $1,793-16.0% | $2,976-49.3% | $2,589-41.8% |
| Participant deferral / active EE | $3,079 | $3,031+1.6% | $4,568-32.6% | $4,291-28.2% |
| Admin fee / account holder | $324 | $2,000-83.8% | $6,427-95.0% | $1,588-79.6% |