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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 | $39,498 |
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 | $9,972 |
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.)
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 | $51,126 | $57,752-11.5% | $112,273-54.5% | $71,511-28.5% |
| Participation rate | 52.9% | 58.8%-6.0pp | 72.4%-19.6pp | 67.9%-15.1pp |
| Annual return | 14.63% | 18.25%-3.6pp | 30.23%-15.6pp | 28.86%-14.2pp |
| Employer contribution / active EE | $698 | $1,912-63.5% | $3,431-79.7% | $2,589-73.0% |
| Participant deferral / active EE | $2,917 | $2,860+2.0% | $4,800-39.2% | $4,291-32.0% |
| Admin fee / account holder | $325 | $1,586-79.5% | $7,752-95.8% | $1,588-79.6% |