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| Provider | Service type | Compensation |
|---|---|---|
RETIRERIGHT LLC3 years Service code 27 1200 VALLEY WEST DR STE 707 · W DES MOINES, IA 50266 | Advisory (Plan) | $48,229 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,447 |
Filed as: NA NA Service code 99 5625 MILLS CIVIC PKWY STE 101 · WEST DES MOINES, IA 50266 | Other Fees | $13,504 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,059 |
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 | $88,533 | $88,186+0.4% | $165,071-46.4% | $74,459+18.9% |
| Participation rate | 95.4% | 73.1%+22.3pp | 78.6%+16.8pp | 67.2%+28.2pp |
| Annual return | 13.07% | 17.13%-4.1pp | 70.17%-57.1pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $2,932 | $2,600+12.7% | $4,347-32.6% | $2,626+11.6% |
| Participant deferral / active EE | $5,974 | $4,505+32.6% | $6,035-1.0% | $4,350+37.3% |
| Admin fee / account holder | $416 | $2,234-81.4% | $12,695-96.7% | $1,945-78.6% |