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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 | $49,551 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $25,096 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $319 |
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 | $83,501 | $106,749-21.8% | $145,433-42.6% | $82,448+1.3% |
| Participation rate | 98.8% | 75.6%+23.1pp | 82.1%+16.7pp | 68.1%+30.7pp |
| Annual return | 19.83% | 27.59%-7.8pp | 66.58%-46.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $9,035 | $3,444+162.3% | $4,554+98.4% | $2,551+254.2% |
| Participant deferral / active EE | $12,797 | $6,519+96.3% | $7,897+62.0% | $4,139+209.2% |
| Admin fee / account holder | $605 | $8,390-92.8% | $13,129-95.4% | $7,234-91.6% |