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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,359 |
EQUITABLE ADVISORS LLC2 years Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $9,335 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,299 |
TRINITY PENSION GROUP, LLC2 years Service code 13 PO BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $5,326 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $3,340 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,275 | $105,861-57.2% | $90,756-50.1% | $134,509-66.3% |
| Participation rate | 81.0% | 78.2%+2.7pp | 75.7%+5.3pp | 81.2%-0.3pp |
| Annual return | -17.07% | -10.99%-6.1pp | -12.16%-4.9pp | 418.13%-435.2pp |
| Employer contribution / active EE | $5,034 | $3,463+45.3% | $2,922+72.3% | $4,741+6.2% |
| Participant deferral / active EE | $9,511 | $5,217+82.3% | $4,565+108.3% | $6,400+48.6% |
| Admin fee / account holder | $319 | $13,938-97.7% | $8,445-96.2% | $11,427-97.2% |