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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 | $36,654 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,754 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $14,665 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $4,385 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,351 | $55,458+5.2% | $76,030-23.3% | $77,762-25.0% |
| Participation rate | 49.3% | 63.6%-14.3pp | 69.1%-19.8pp | 70.6%-21.3pp |
| Annual return | 10.48% | 17.10%-6.6pp | 361.54%-351.1pp | 31.27%-20.8pp |
| Employer contribution / active EE | $1,694 | $1,792-5.5% | $2,688-37.0% | $2,728-37.9% |
| Participant deferral / active EE | $2,982 | $3,454-13.7% | $4,257-29.9% | $4,651-35.9% |
| Admin fee / account holder | $348 | $411-15.3% | $6,421-94.6% | $433-19.6% |