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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 | $43,643 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $23,814 |
Service code 99 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Other Fees | $2,705 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,704 |
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 | $100,630 | $80,763+24.6% | $102,412-1.7% | $74,459+35.1% |
| Participation rate | 78.8% | 65.7%+13.1pp | 74.5%+4.3pp | 67.2%+11.6pp |
| Annual return | 14.28% | 27.57%-13.3pp | 24.94%-10.7pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $3,368 | $3,160+6.6% | $3,870-13.0% | $2,626+28.2% |
| Participant deferral / active EE | $6,680 | $3,862+73.0% | $5,060+32.0% | $4,350+53.6% |
| Admin fee / account holder | $681 | $2,371-71.3% | $8,388-91.9% | $1,945-65.0% |