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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 | $75,720-8.0% | $90,312-22.9% | $86,983-19.9% |
| Participation rate | 95.4% | 66.3%+29.1pp | 72.9%+22.5pp | 69.5%+25.9pp |
| Annual return | 16.47% | 18.55%-2.1pp | 18.90%-2.4pp | 25.83%-9.4pp |
| Employer contribution / active EE | $4,023 | $1,945+106.8% | $2,243+79.4% | $2,584+55.7% |
| Participant deferral / active EE | $0 | $3,001-100.0% | $3,749-100.0% | $4,194-100.0% |
| Admin fee / account holder | $461 | $6,201-92.6% | $8,248-94.4% | $7,856-94.1% |