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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 | $45,900+84.8% | $94,057-9.8% | $64,340+31.8% |
| Participation rate | 62.4% | 50.6%+11.8pp | 73.3%-11.0pp | 55.2%+7.1pp |
| Annual return | 14.91% | 50.47%-35.6pp | 480.62%-465.7pp | 24.14%-9.2pp |
| Employer contribution / active EE | $1,960 | $1,612+21.6% | $2,933-33.2% | $1,862+5.3% |
| Participant deferral / active EE | $3,319 | $2,102+57.9% | $4,709-29.5% | $2,980+11.4% |
| Admin fee / account holder | $322 | $3,143-89.8% | $7,244-95.6% | $3,703-91.3% |