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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $20,735 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,290 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,666 |
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 | $139,245 | $46,596+198.8% | $64,099+117.2% | $75,181+85.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 18.06% | 26.04%-8.0pp | 33.70%-15.6pp | 160.69%-142.6pp |
| Employer contribution / active EE | $2,566 | $1,975+29.9% | $2,748-6.6% | $2,671-3.9% |
| Participant deferral / active EE | $7,551 | $2,837+166.2% | $3,881+94.6% | $4,126+83.0% |
| Admin fee / account holder | $331 | $2,954-88.8% | $3,070-89.2% | $5,650-94.1% |