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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $52,060 |
Service code 10 6903 ROCKLEDGE DR STE 300 · BETHESDA, MD 20817 | Accounting | $33,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,538 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $60 |
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 | $137,787 | $177,582-22.4% | $147,041-6.3% | - |
| Participation rate | 100.0% | 77.3%+22.7pp | 82.2%+17.8pp | - |
| Annual return | 15.91% | 11.53%+4.4pp | 419.21%-403.3pp | - |
| Employer contribution / active EE | $9,633 | $3,294+192.5% | $4,935+95.2% | - |
| Participant deferral / active EE | $9,598 | $6,947+38.2% | $8,071+18.9% | - |
| Admin fee / account holder | $480 | $27,748-98.3% | $13,006-96.3% | - |