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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 | $55,568 |
REGIONS BANK2 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $23,747 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $67 |
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 | $55,609 | $48,230+15.3% | $67,502-17.6% | $80,856-31.2% |
| Participation rate | 98.7% | 66.4%+32.3pp | 72.9%+25.8pp | 67.6%+31.0pp |
| Annual return | 14.29% | 18.28%-4.0pp | 3512.12%-3497.8pp | 35.59%-21.3pp |
| Employer contribution / active EE | $592 | $2,020-70.7% | $2,731-78.3% | $2,755-78.5% |
| Participant deferral / active EE | $1,784 | $2,924-39.0% | $4,000-55.4% | $4,296-58.5% |
| Admin fee / account holder | $728 | $3,681-80.2% | $3,998-81.8% | $6,918-89.5% |