Filed March 26, 2021
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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 | $61,185 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $37,044 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,238 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,914 | $101,672+1.2% | $147,117-30.0% | $74,478+38.2% |
| Participation rate | 97.8% | 75.5%+22.2pp | 82.2%+15.6pp | 67.2%+30.5pp |
| Annual return | 14.97% | 8757.83%-8742.9pp | 420.54%-405.6pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $5,044 | $3,813+32.3% | $4,932+2.3% | $2,626+92.1% |
| Participant deferral / active EE | $9,732 | $7,305+33.2% | $8,065+20.7% | $4,350+123.7% |
| Admin fee / account holder | $342 | $1,753-80.5% | $12,993-97.4% | $1,946-82.4% |