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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $28,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,738 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,665 |
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 | $123,701 | $86,940+42.3% | $102,434+20.8% | $80,935+52.8% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.7%+30.0pp |
| Annual return | 11.55% | 18.89%-7.3pp | 29.46%-17.9pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,730 | $2,370-27.0% | $3,023-42.8% | $2,757-37.3% |
| Participant deferral / active EE | $8,354 | $4,121+102.7% | $5,055+65.3% | $4,299+94.3% |
| Admin fee / account holder | $435 | $8,047-94.6% | $9,462-95.4% | $6,924-93.7% |