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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 | $53,461 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $25,400 |
LEWIS RICE LLC3 years Filed as: LEWIS & ASSOCIATES PC Service code 10 136 PRINCETON RD · JOHNSON CITY, TN 37601 | Accounting | $10,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $578 |
Participant 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 | $69,648 | $67,894+2.6% | $89,340-22.0% | $82,448-15.5% |
| Participation rate | 95.4% | 64.0%+31.4pp | 69.6%+25.8pp | 68.1%+27.3pp |
| Annual return | 16.47% | 19.21%-2.7pp | 20.57%-4.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $4,023 | $1,828+120.1% | $2,231+80.3% | $2,551+57.7% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $461 | $5,723-91.9% | $6,704-93.1% | $7,234-93.6% |