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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 | $6,064 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $1,339 |
Service code 13 P O BOX 364173 · SAN JUAN, PR 00936 | Contract Administrator | $350 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $71 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,435 | $51,638-41.1% | $68,368-55.5% | $82,448-63.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 16.03% | 37.53%-21.5pp | 292.57%-276.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,654 | $2,047-19.2% | $2,649-37.6% | $2,551-35.2% |
| Participant deferral / active EE | $3,324 | $2,914+14.1% | $4,123-19.4% | $4,139-19.7% |
| Admin fee / account holder | $1,565 | $4,643-66.3% | $5,150-69.6% | $7,234-78.4% |