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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY A Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,424 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $43,002 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,107 |
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 | $136,825 | $74,661+83.3% | $160,784-14.9% | $67,986+101.3% |
| Participation rate | 100.0% | 57.1%+42.9pp | 77.0%+23.0pp | 57.2%+42.8pp |
| Annual return | 16.00% | 28.83%-12.8pp | 1803.92%-1787.9pp | 31.67%-15.7pp |
| Employer contribution / active EE | $3,295 | $1,829+80.2% | $3,733-11.7% | $2,019+63.2% |
| Participant deferral / active EE | $4,562 | $3,681+23.9% | $6,293-27.5% | $3,358+35.9% |
| Admin fee / account holder | $360 | $3,959-90.9% | $9,717-96.3% | $3,203-88.7% |