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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,059 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,891 |
PEAK RETIREMENT GROUP4 years Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $8,369 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,731 |
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 | $54,495 | $65,246-16.5% | $98,716-44.8% | $67,986-19.8% |
| Participation rate | 90.5% | 51.4%+39.1pp | 69.3%+21.2pp | 57.2%+33.3pp |
| Annual return | 16.38% | 20.58%-4.2pp | 31.81%-15.4pp | 31.67%-15.3pp |
| Employer contribution / active EE | $608 | $1,042-41.7% | $2,279-73.3% | $2,019-69.9% |
| Participant deferral / active EE | $3,449 | $2,594+32.9% | $4,048-14.8% | $3,358+2.7% |
| Admin fee / account holder | $306 | $4,561-93.3% | $8,703-96.5% | $3,203-90.4% |