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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $63,053 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,974 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $21,404 |
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 | $52,113 | $82,979-37.2% | $102,412-49.1% | $77,736-33.0% |
| Participation rate | 69.8% | 71.5%-1.7pp | 74.5%-4.7pp | 70.6%-0.8pp |
| Annual return | 9.83% | 19.11%-9.3pp | 24.94%-15.1pp | 31.26%-21.4pp |
| Employer contribution / active EE | $3,968 | $3,554+11.7% | $3,870+2.5% | $2,728+45.5% |
| Participant deferral / active EE | $2,463 | $4,109-40.1% | $5,060-51.3% | $4,651-47.0% |
| Admin fee / account holder | $356 | $639-44.3% | $8,388-95.8% | $433-18.0% |