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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,997 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,164 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $6,755 |
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 | $235,491 | $112,932+108.5% | $103,065+128.5% | $74,478+216.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 80.6%+19.4pp | 67.2%+32.8pp |
| Annual return | 12.21% | 23.24%-11.0pp | 23.95%-11.7pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $8,403 | $4,881+72.2% | $4,675+79.8% | $2,626+220.0% |
| Participant deferral / active EE | $9,495 | $7,279+30.4% | $6,625+43.3% | $4,350+118.3% |
| Admin fee / account holder | $433 | $1,707-74.6% | $9,349-95.4% | $1,946-77.7% |