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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,594 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $52,214 |
EMPLOYEE BENEFITS GROUP, LLC2 years Filed as: EMPLOYEE BENEFITS GROUP LLC Service code 13 · EIN 73-1559747 | Contract Administrator | $9,790 |
EMPLOYEE BENEFITS GROUP, LLC2 years Service code 13 | Contract Administrator | $9,790 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,378 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,371 | $64,890+47.0% | $134,172-28.9% | $67,986+40.3% |
| Participation rate | 88.9% | 48.5%+40.3pp | 72.5%+16.4pp | 57.2%+31.7pp |
| Annual return | 8.03% | 16.12%-8.1pp | 25.30%-17.3pp | 31.67%-23.6pp |
| Employer contribution / active EE | $3,881 | $1,360+185.4% | $3,420+13.5% | $2,019+92.3% |
| Participant deferral / active EE | $5,207 | $2,289+127.5% | $4,690+11.0% | $3,358+55.1% |
| Admin fee / account holder | $398 | $3,140-87.3% | $12,016-96.7% | $3,203-87.6% |