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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $82,225 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $30,209 |
VESTAL & WILER CPAS1 year Service code 10 4656 SW 34TH ST · ORLANDO, FL 32811 | Accounting | $13,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,056 |
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON POINTE ADVISORS Service code 33 1400 W. FAIRBANKS AVENUE · WINTER PARK, FL 32789 | Securities brokerage; Securities brok... | $2,602 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $425 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
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 | $133,699 | $84,499+58.2% | $125,391+6.6% | $66,949+99.7% |
| Participation rate | 95.2% | 76.4%+18.8pp | 82.4%+12.8pp | 69.8%+25.4pp |
| Annual return | -16.88% | -8.49%-8.4pp | 572.41%-589.3pp | 1.57%-18.5pp |
| Employer contribution / active EE | $2,041 | $3,554-42.6% | $4,816-57.6% | $2,545-19.8% |
| Participant deferral / active EE | $6,398 | $6,785-5.7% | $7,448-14.1% | $4,239+50.9% |
| Admin fee / account holder | $532 | $685-22.4% | $10,009-94.7% | $594-10.4% |