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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUTY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,977 |
ARGI INVESTMENT SERVICES LLC2 years Service code 27 2201 HIGH WICKHAM PLACE · LOUISVILLE, KY 40245 | Advisory (Plan) | $14,348 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,875 |
ADP BROKER-DEALER1 year Filed as: AUTOMATIC DATA PROCESSING Service code 13 · EIN 57-1198022 | Contract Administrator | $2,759 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,506 | $84,482-58.0% | $125,363-71.7% | $66,930-47.0% |
| Participation rate | 46.8% | 76.4%-29.6pp | 82.4%-35.6pp | 69.8%-23.0pp |
| Annual return | -11.16% | -8.49%-2.7pp | 572.15%-583.3pp | 1.57%-12.7pp |
| Employer contribution / active EE | $938 | $3,553-73.6% | $4,815-80.5% | $2,545-63.2% |
| Participant deferral / active EE | $2,168 | $6,782-68.0% | $7,447-70.9% | $4,238-48.9% |
| Admin fee / account holder | $543 | $685-20.7% | $10,005-94.6% | $593-8.4% |