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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $44,997 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $37,932 |
Service code 10 6108 VILLAGE OAKS DRIVE · PENSACOLA, FL 32504 | Accounting | $15,749 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $5,543 |
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 | $90,689 | $106,028-14.5% | $146,958-38.3% | $77,643+16.8% |
| Participation rate | 84.8% | 78.4%+6.4pp | 82.2%+2.7pp | 70.6%+14.2pp |
| Annual return | 12.77% | 56.73%-44.0pp | 418.34%-405.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,923 | $4,063-28.1% | $4,933-40.8% | $2,726+7.2% |
| Participant deferral / active EE | $6,944 | $7,990-13.1% | $8,070-14.0% | $4,647+49.4% |
| Admin fee / account holder | $375 | $337+11.2% | $12,998-97.1% | $430-12.8% |