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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,488 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,692 |
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 | $122,440 | $72,482+68.9% | $129,118-5.2% | $64,819+88.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.2%+22.8pp | 71.5%+28.5pp |
| Annual return | -16.76% | -9.08%-7.7pp | -10.94%-5.8pp | 32.84%-49.6pp |
| Employer contribution / active EE | $9,922 | $4,247+133.6% | $5,051+96.4% | $2,507+295.8% |
| Participant deferral / active EE | $9,199 | $5,679+62.0% | $6,539+40.7% | $4,311+113.4% |
| Admin fee / account holder | $326 | $144+125.8% | $14,305-97.7% | $188+73.5% |