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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $108,519 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $45,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,828 | $101,672+191.9% | $147,117+101.8% | $74,478+298.5% |
| Participation rate | 99.6% | 75.5%+24.0pp | 82.2%+17.4pp | 67.2%+32.3pp |
| Annual return | 10.43% | 8757.83%-8747.4pp | 420.54%-410.1pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $3,871 | $3,813+1.5% | $4,932-21.5% | $2,626+47.4% |
| Participant deferral / active EE | $13,523 | $7,305+85.1% | $8,065+67.7% | $4,350+210.9% |
| Admin fee / account holder | $574 | $1,753-67.3% | $12,993-95.6% | $1,946-70.5% |