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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $77,311 |
MMLIS3 years Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $30,239 |
Filed as: RETIREMENT PLAN SOLUTIONS INC Service code 13 535 KEISLER DRIVE · CARY, NC 27518 | Contract Administrator | $8,999 |
Filed as: EMOWER ANNUITY INSURANCE COMPANY OF Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $54 |
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 | $147,477 | $81,233+81.5% | $155,567-5.2% | $80,874+82.4% |
| Participation rate | 98.6% | 66.2%+32.4pp | 78.2%+20.5pp | 67.6%+31.0pp |
| Annual return | 15.32% | 33.33%-18.0pp | 64.74%-49.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $6,338 | $3,101+104.4% | $4,674+35.6% | $2,756+130.0% |
| Participant deferral / active EE | $5,739 | $3,452+66.2% | $5,628+2.0% | $4,297+33.6% |
| Admin fee / account holder | $712 | $7,998-91.1% | $15,916-95.5% | $6,935-89.7% |