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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 | $52,269 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,531 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP INC. Service code 27 PO BOX 4500 UNIT 38 · PORTLAND, OR 97208 | Advisory (Plan) | $15,000 |
Filed as: INDEPENDENT RETIREMENT CONSULTING, Service code 13 6500 S MACADAM AVE, SUITE 100 · PORTLAND, OR 97239 | Contract Administrator | $4,882 |
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 | $45,179 | $101,591-55.5% | $147,096-69.3% | $74,429-39.3% |
| Participation rate | 77.5% | 75.5%+1.9pp | 82.2%-4.7pp | 67.2%+10.2pp |
| Annual return | 15.37% | 8746.45%-8731.1pp | 419.75%-404.4pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $3,701 | $3,813-2.9% | $4,936-25.0% | $2,625+41.0% |
| Participant deferral / active EE | $7,571 | $7,302+3.7% | $8,071-6.2% | $4,348+74.1% |
| Admin fee / account holder | $329 | $1,750-81.2% | $13,005-97.5% | $1,944-83.1% |