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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $72,758 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,801 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,934 |
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 | $67,739 | $79,169-14.4% | $100,415-32.5% | $74,478-9.0% |
| Participation rate | 88.0% | 79.4%+8.6pp | 81.5%+6.5pp | 67.2%+20.8pp |
| Annual return | 16.64% | 20.51%-3.9pp | 49.47%-32.8pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $5,032 | $3,017+66.8% | $3,943+27.6% | $2,626+91.6% |
| Participant deferral / active EE | $11,268 | $7,751+45.4% | $8,091+39.3% | $4,350+159.0% |
| Admin fee / account holder | $335 | $1,337-74.9% | $7,906-95.8% | $1,946-82.8% |