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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,710 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 PO BOX 88499 · MILWAUKEE, WI 532888499 | Other Commissions | $67,830 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,257 |
Filed as: TRINITY PENSION CONSULTANTS INC. Service code 13 · EIN 20-4548831 202 MONTROSE WEST AVENUE · AKRON, OH 44321 | Contract Administrator | $2,813 |
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 | $119,544 | $55,446+115.6% | $155,574-23.2% | $74,429+60.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.01% | 269.20%-258.2pp | 64.87%-53.9pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $6,045 | $2,266+166.8% | $4,676+29.3% | $2,625+130.3% |
| Participant deferral / active EE | $5,970 | $2,836+110.5% | $5,629+6.1% | $4,348+37.3% |
| Admin fee / account holder | $424 | $1,743-75.7% | $15,914-97.3% | $1,944-78.2% |