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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 | $66,275+106.5% | $163,379-16.3% | $64,097+113.5% |
| Participation rate | 100.0% | 54.1%+45.9pp | 76.8%+23.2pp | 55.2%+44.8pp |
| Annual return | 16.00% | 32.72%-16.7pp | 63.41%-47.4pp | 34.64%-18.6pp |
| Employer contribution / active EE | $3,295 | $1,521+116.7% | $3,752-12.2% | $1,891+74.2% |
| Participant deferral / active EE | $4,562 | $3,126+46.0% | $6,282-27.4% | $3,080+48.1% |
| Admin fee / account holder | $360 | $4,569-92.1% | $9,818-96.3% | $3,454-89.6% |