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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 | Custodial (other than securities); Re... | $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 | $87,059-13.9% | $105,608-29.0% | $80,925-7.4% |
| Participation rate | 89.5% | 70.4%+19.0pp | 75.3%+14.2pp | 67.7%+21.8pp |
| Annual return | 17.87% | 17.05%+0.8pp | 116.50%-98.6pp | 35.65%-17.8pp |
| Employer contribution / active EE | $9,568 | $2,396+299.3% | $3,167+202.1% | $2,756+247.1% |
| Participant deferral / active EE | $14,513 | $3,986+264.1% | $5,010+189.7% | $4,299+237.6% |
| Admin fee / account holder | $541 | $8,443-93.6% | $11,028-95.1% | $6,940-92.2% |