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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 | $26,418 |
REGIONS BANK1 year Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $20,544 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,120 | $46,553+9.8% | $64,056-20.2% | $75,163-32.0% |
| Participation rate | 97.4% | 65.9%+31.5pp | 72.3%+25.1pp | 67.2%+30.2pp |
| Annual return | 16.25% | 26.03%-9.8pp | 33.69%-17.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $478 | $1,974-75.8% | $2,747-82.6% | $2,670-82.1% |
| Participant deferral / active EE | $1,763 | $2,837-37.9% | $3,880-54.6% | $4,125-57.3% |
| Admin fee / account holder | $419 | $2,952-85.8% | $3,068-86.3% | $5,651-92.6% |