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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 52 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Indirect Investment Fees | $85,677 |
Filed as: GREAT WEST LIFE & ANNUITY INSURNACE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Participant 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,196 | $84,507+258.8% | $125,401+141.8% | $66,954+352.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.28% | -8.51%-7.8pp | 572.53%-588.8pp | 1.57%-17.8pp |
| Employer contribution / active EE | $2,059 | $3,554-42.1% | $4,816-57.3% | $2,545-19.1% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $325 | $685-52.6% | $10,008-96.8% | $594-45.3% |