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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $235,110 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $194,172 |
CETERA ADVISOR NETWORKS LLC3 years Service code 55 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $93,207 |
PENSION PLUS INC3 years Service code 10 PO BOX 366281 · SAN JUAN, PR 00936 | Accounting | $10,000 |
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 | $111,410 | $122,128-8.8% | $147,080-24.3% | $199,960-44.3% |
| Participation rate | 91.4% | 78.2%+13.2pp | 82.2%+9.2pp | 72.0%+19.4pp |
| Annual return | 9.85% | 30.58%-20.7pp | 420.17%-410.3pp | 34.28%-24.4pp |
| Employer contribution / active EE | $4,296 | $4,093+5.0% | $4,933-12.9% | $3,036+41.5% |
| Participant deferral / active EE | $3,678 | $8,484-56.6% | $8,066-54.4% | $5,087-27.7% |
| Admin fee / account holder | $348 | $180+94.0% | $12,989-97.3% | $269+29.3% |