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| Provider | Service type | Compensation |
|---|---|---|
ENZA FINANCIAL LLC2 years Service code 27 6450 ROCKSIDE WOODS BLVD S · INDEPENDENCE, OH 44131 | Advisory (Plan) | $26,007 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,206 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,871 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,626 | $71,516-22.2% | $98,439-43.5% | $71,457-22.2% |
| Participation rate | 86.6% | 72.7%+13.9pp | 75.2%+11.5pp | 67.9%+18.7pp |
| Annual return | 6.50% | 32.41%-25.9pp | 21.16%-14.7pp | 28.85%-22.3pp |
| Employer contribution / active EE | $1,646 | $2,399-31.4% | $3,048-46.0% | $2,588-36.4% |
| Participant deferral / active EE | $3,299 | $4,109-19.7% | $4,738-30.4% | $4,289-23.1% |
| Admin fee / account holder | $312 | $1,675-81.4% | $8,948-96.5% | $1,587-80.3% |