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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 | $38,307 |
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,133 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,247 | $68,573-29.6% | $120,368-59.9% | $80,874-40.3% |
| Participation rate | 84.4% | 61.6%+22.9pp | 71.9%+12.5pp | 67.6%+16.8pp |
| Annual return | 9.19% | 23.61%-14.4pp | 107.26%-98.1pp | 35.62%-26.4pp |
| Employer contribution / active EE | $1,683 | $2,052-18.0% | $3,465-51.4% | $2,756-38.9% |
| Participant deferral / active EE | $7,383 | $3,174+132.6% | $4,991+47.9% | $4,297+71.8% |
| Admin fee / account holder | $420 | $5,734-92.7% | $9,429-95.5% | $6,935-93.9% |