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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 | $63,456-14.1% | $100,712-45.9% | $64,097-15.0% |
| Participation rate | 90.5% | 49.7%+40.9pp | 69.3%+21.2pp | 55.2%+35.3pp |
| Annual return | 16.38% | 19.65%-3.3pp | 33.27%-16.9pp | 34.64%-18.3pp |
| Employer contribution / active EE | $608 | $1,003-39.4% | $2,313-73.7% | $1,891-67.9% |
| Participant deferral / active EE | $3,449 | $2,463+40.0% | $4,085-15.6% | $3,080+12.0% |
| Admin fee / account holder | $306 | $4,808-93.6% | $9,256-96.7% | $3,454-91.1% |