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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 | $73,787+83.9% | $98,716+37.5% | $82,448+64.6% |
| Participation rate | 87.1% | 61.4%+25.7pp | 69.3%+17.8pp | 68.1%+19.1pp |
| Annual return | 4.15% | 18.57%-14.4pp | 31.81%-27.7pp | 41.64%-37.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,896 | $3,081-38.5% | $4,048-53.1% | $4,139-54.2% |
| Admin fee / account holder | $555 | $6,500-91.5% | $8,703-93.6% | $7,234-92.3% |