Filed January 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35,991 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,217 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $10,748 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,019 | $88,203-29.7% | $165,100-62.4% | $74,478-16.7% |
| Participation rate | 96.3% | 73.1%+23.1pp | 78.6%+17.6pp | 67.2%+29.0pp |
| Annual return | 10.28% | 17.13%-6.9pp | 70.21%-59.9pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $1,394 | $2,601-46.4% | $4,348-67.9% | $2,626-46.9% |
| Participant deferral / active EE | $7,759 | $4,505+72.2% | $6,035+28.6% | $4,350+78.4% |
| Admin fee / account holder | $320 | $2,235-85.7% | $12,696-97.5% | $1,946-83.5% |