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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 | $64,920-53.1% | $103,693-70.6% | $86,983-65.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 16.03% | 30.29%-14.3pp | 47.61%-31.6pp | 25.83%-9.8pp |
| Employer contribution / active EE | $1,654 | $2,141-22.8% | $2,920-43.4% | $2,584-36.0% |
| Participant deferral / active EE | $3,324 | $3,241+2.6% | $4,579-27.4% | $4,194-20.7% |
| Admin fee / account holder | $1,565 | $6,191-74.7% | $7,858-80.1% | $7,856-80.1% |