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| Provider | Service type | Compensation |
|---|---|---|
ENZA FINANCIAL LLC4 years Service code 27 6450 ROCKSIDE WOODS BLVD S · INDEPENDENCE, OH 44131 | Advisory (Plan) | $23,597 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,671 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,667 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $77,362 | $94,625-18.2% | $116,228-33.4% | $84,808-8.8% |
| Participation rate | 87.8% | 70.4%+17.4pp | 74.6%+13.3pp | 68.3%+19.5pp |
| Annual return | 10.12% | 20.40%-10.3pp | 90.06%-79.9pp | 40.90%-30.8pp |
| Employer contribution / active EE | $2,032 | $2,347-13.4% | $2,994-32.2% | $2,631-22.8% |
| Participant deferral / active EE | $4,150 | $3,972+4.5% | $4,953-16.2% | $4,212-1.5% |
| Admin fee / account holder | $414 | $10,091-95.9% | $11,989-96.5% | $7,344-94.4% |