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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11300 CONTRELL RD. · LITTLE ROCK, AR 72212 | Advisory (Plan) | $24,924 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,601 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,482 |
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 | $49,754 | $84,493-41.1% | $125,381-60.3% | $66,938-25.7% |
| Participation rate | 97.2% | 76.4%+20.8pp | 82.4%+14.8pp | 69.8%+27.4pp |
| Annual return | -16.34% | -8.49%-7.9pp | 572.31%-588.6pp | 1.58%-17.9pp |
| Employer contribution / active EE | $5,889 | $3,554+65.7% | $4,815+22.3% | $2,545+131.4% |
| Participant deferral / active EE | $5,983 | $6,783-11.8% | $7,448-19.7% | $4,238+41.2% |
| Admin fee / account holder | $321 | $685-53.2% | $10,007-96.8% | $594-46.0% |