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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $31,961 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,503 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,211 |
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 | $89,642 | $88,360+1.5% | $145,433-38.4% | $67,986+31.9% |
| Participation rate | 78.7% | 65.5%+13.3pp | 82.1%-3.4pp | 57.2%+21.5pp |
| Annual return | 39.19% | 63.15%-24.0pp | 66.58%-27.4pp | 31.67%+7.5pp |
| Employer contribution / active EE | $5,514 | $3,054+80.6% | $4,554+21.1% | $2,019+173.1% |
| Participant deferral / active EE | $11,751 | $5,932+98.1% | $7,897+48.8% | $3,358+249.9% |
| Admin fee / account holder | $318 | $3,313-90.4% | $13,129-97.6% | $3,203-90.1% |