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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 | $83,397 |
PNC BANK, N.A.1 year Filed as: PNC BANK NA Service code 27 1900 E 9TH ST · CLEVELAND, OH 44114 | Advisory (Plan) | $15,851 |
REHMANN ROBSON1 year Filed as: REHMANN LLC DBA REHMANN FINANCIAL G Service code 10 5800 GRATIOT RD STE 201 · SAGINAW, MI 486052025 | Accounting | $14,997 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $10,059 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,145 |
TD AMERITRADE, INC.9+ years 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 | $148,464 | $91,474+62.3% | $135,982+9.2% | $71,529+107.6% |
| Participation rate | 78.3% | 75.7%+2.7pp | 81.9%-3.6pp | 67.9%+10.4pp |
| Annual return | 18.70% | 29.89%-11.2pp | 68.32%-49.6pp | 28.97%-10.3pp |
| Employer contribution / active EE | $1,601 | $3,705-56.8% | $4,859-67.1% | $2,590-38.2% |
| Participant deferral / active EE | $5,266 | $7,095-25.8% | $7,760-32.1% | $4,291+22.7% |
| Admin fee / account holder | $494 | $1,267-61.0% | $10,767-95.4% | $1,588-68.9% |