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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,556 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $50,098 |
PRECISON PLAN ADMINISTRATION6 years Service code 13 PO BOX 9575 · WARNER ROBINS, GA 31095 | Contract Administrator | $12,675 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD, CO 80111 | Investment Management | $11,414 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,041 | $62,686+18.1% | $178,505-58.5% | $77,762-4.8% |
| Participation rate | 37.3% | 66.9%-29.6pp | 77.1%-39.8pp | 70.6%-33.3pp |
| Annual return | 16.53% | 16.16%+0.4pp | 27.16%-10.6pp | 31.27%-14.7pp |
| Employer contribution / active EE | $1,252 | $1,914-34.6% | $3,955-68.3% | $2,728-54.1% |
| Participant deferral / active EE | $2,032 | $4,224-51.9% | $6,280-67.6% | $4,651-56.3% |
| Admin fee / account holder | $311 | $386-19.3% | $10,428-97.0% | $433-28.1% |