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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 | $30,226 |
Service code 10 400 E MASON ST STE 300 · MILWAUKEE, WI 53202 | Accounting | $14,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $337,228 | $138,386+143.7% | $184,260+83.0% | $80,935+316.7% |
| Participation rate | 96.9% | 83.9%+13.0pp | 86.8%+10.1pp | 67.7%+29.3pp |
| Annual return | 15.13% | 20.02%-4.9pp | 28.84%-13.7pp | 35.66%-20.5pp |
| Employer contribution / active EE | $5,128 | $4,851+5.7% | $6,427-20.2% | $2,757+86.0% |
| Participant deferral / active EE | $17,211 | $7,076+143.2% | $9,133+88.5% | $4,299+300.3% |
| Admin fee / account holder | $320 | $10,489-96.9% | $13,898-97.7% | $6,924-95.4% |