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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 I515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,110 |
FNBB CAPITAL MARKETS LLC3 years Service code 99 600 UNIVERSITY PARK PLACE · BIRMINGHAM, AL 35209 | Other Fees | $22,972 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,814 |
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.)
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 | $69,422 | $122,063-43.1% | $184,256-62.3% | $74,478-6.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 9.14% | 19.92%-10.8pp | 28.85%-19.7pp | 1370.56%-1361.4pp |
| Employer contribution / active EE | $2,960 | $4,539-34.8% | $6,427-53.9% | $2,626+12.7% |
| Participant deferral / active EE | $3,678 | $7,144-48.5% | $9,133-59.7% | $4,350-15.5% |
| Admin fee / account holder | $337 | $1,253-73.1% | $13,899-97.6% | $1,946-82.7% |