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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 | $23,253 |
BDO USA, LLP4 years Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $22,127 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $16,725 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,697 | $83,898+61.7% | $133,346+1.8% | $94,015+44.3% |
| Participation rate | 87.1% | 63.4%+23.8pp | 72.8%+14.3pp | 70.8%+16.3pp |
| Annual return | 4.15% | 16.00%-11.9pp | 36.85%-32.7pp | 17.84%-13.7pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,896 | $3,245-41.6% | $4,332-56.2% | $4,249-55.4% |
| Admin fee / account holder | $555 | $7,809-92.9% | $14,264-96.1% | $8,951-93.8% |