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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $124,752 |
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573994 | Accounting | $18,900 |
REDWOOD PENSIONS, LLC8 years Service code 13 · EIN 27-2431450 | Contract Administrator | $14,068 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,694 | $91,439+132.6% | $135,974+56.4% | $71,511+197.4% |
| Participation rate | 92.4% | 75.7%+16.7pp | 81.9%+10.5pp | 67.9%+24.4pp |
| Annual return | 19.37% | 29.90%-10.5pp | 68.30%-48.9pp | 28.86%-9.5pp |
| Employer contribution / active EE | $7,908 | $3,705+113.4% | $4,859+62.7% | $2,589+205.4% |
| Participant deferral / active EE | $12,418 | $7,093+75.1% | $7,760+60.0% | $4,291+189.4% |
| Admin fee / account holder | $1,197 | $1,267-5.5% | $10,767-88.9% | $1,588-24.6% |