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| Provider | Service type | Compensation |
|---|---|---|
VEERY CAPITAL2 years Service code 99 1 AVENUE OF THE ARTS · WILMINGTON, DE 19801 | Other Fees | $28,814 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,653 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,200 |
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 | $43,908 | $49,471-11.2% | $79,583-44.8% | $66,949-34.4% |
| Participation rate | 91.4% | 61.4%+30.1pp | 69.5%+22.0pp | 69.8%+21.6pp |
| Annual return | -16.37% | 84.30%-100.7pp | 0.16%-16.5pp | 1.57%-17.9pp |
| Employer contribution / active EE | $534 | $1,266-57.8% | $2,414-77.9% | $2,545-79.0% |
| Participant deferral / active EE | $5,019 | $3,160+58.8% | $3,986+25.9% | $4,239+18.4% |
| Admin fee / account holder | $327 | $595-45.1% | $6,835-95.2% | $594-45.0% |