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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,826 |
DEFINITI LLC4 years Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PL, STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $34,216 |
Filed as: HUB INTERNATIONAL MIDWEST LIMITED Service code 27 · EIN 35-0672425 | Advisory (Plan) | $10,715 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $5,179 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST Service code 19 · EIN 25-1838406 | Securities Custodian | $166 |
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 | $74,933 | $87,037-13.9% | $106,201-29.4% | $80,874-7.3% |
| Participation rate | 89.5% | 70.4%+19.0pp | 75.3%+14.2pp | 67.6%+21.8pp |
| Annual return | 17.87% | 17.05%+0.8pp | 116.26%-98.4pp | 35.62%-17.7pp |
| Employer contribution / active EE | $9,568 | $2,396+299.3% | $3,170+201.9% | $2,756+247.2% |
| Participant deferral / active EE | $14,513 | $3,986+264.1% | $5,012+189.5% | $4,297+237.7% |
| Admin fee / account holder | $541 | $8,434-93.6% | $11,039-95.1% | $6,935-92.2% |