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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,955 |
DA DAVIDSON & CO7 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $24,480 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,123 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,709 | $106,236-9.0% | $112,258-13.9% | $64,814+49.2% |
| Participation rate | 33.2% | 71.7%-38.5pp | 75.1%-41.8pp | 71.5%-38.3pp |
| Annual return | -14.62% | -6.02%-8.6pp | 27.47%-42.1pp | 32.84%-47.5pp |
| Employer contribution / active EE | $753 | $3,166-76.2% | $3,636-79.3% | $2,507-70.0% |
| Participant deferral / active EE | $2,221 | $3,785-41.3% | $4,728-53.0% | $4,310-48.5% |
| Admin fee / account holder | $382 | $452-15.4% | $6,411-94.0% | $188+103.4% |