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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Float revenue | $72,682 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $39,394 |
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 | $41,106 | $49,451-16.9% | $79,580-48.3% | $66,938-38.6% |
| Participation rate | 75.2% | 61.3%+13.9pp | 69.5%+5.7pp | 69.8%+5.4pp |
| Annual return | -14.02% | 84.25%-98.3pp | 0.15%-14.2pp | 1.58%-15.6pp |
| Employer contribution / active EE | $3,820 | $1,266+201.8% | $2,413+58.3% | $2,545+50.1% |
| Participant deferral / active EE | $5,100 | $3,159+61.5% | $3,985+28.0% | $4,238+20.3% |
| Admin fee / account holder | $407 | $595-31.5% | $6,835-94.0% | $594-31.4% |