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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,273 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 · EIN 71-0294708 | Other Services | $39 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $508,052 | $57,305+786.6% | $86,640+486.4% | $75,173+575.8% |
| Participation rate | 85.1% | 63.2%+21.9pp | 71.7%+13.4pp | 67.2%+17.9pp |
| Annual return | 16.86% | 2674.24%-2657.4pp | 592.52%-575.7pp | 160.72%-143.9pp |
| Employer contribution / active EE | $27,669 | $2,316+1094.6% | $3,024+814.9% | $2,671+935.9% |
| Participant deferral / active EE | $16,411 | $3,320+394.4% | $4,438+269.8% | $4,126+297.7% |
| Admin fee / account holder | $13,768 | $4,116+234.5% | $5,616+145.2% | $5,651+143.7% |