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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,875 |
Filed as: QUALIFIED RETIREMENT PLAN SERVICES Service code 13 · EIN 56-1606387 2724 DISCOVERY DRIVE · RALEIGH, NC 27616 | Contract Administrator | $9,164 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,940 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,812 | $47,105+80.0% | $68,368+24.1% | $67,986+24.8% |
| Participation rate | 62.4% | 51.8%+10.6pp | 73.8%-11.4pp | 57.2%+5.2pp |
| Annual return | 14.91% | 48.37%-33.5pp | 292.57%-277.7pp | 31.67%-16.8pp |
| Employer contribution / active EE | $1,960 | $1,859+5.5% | $2,649-26.0% | $2,019-2.9% |
| Participant deferral / active EE | $3,319 | $2,374+39.8% | $4,123-19.5% | $3,358-1.2% |
| Admin fee / account holder | $322 | $2,435-86.8% | $5,150-93.7% | $3,203-90.0% |