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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 | $77,094+23.7% | $173,703-45.1% | $69,733+36.8% |
| Participation rate | 88.9% | 55.7%+33.2pp | 75.9%+13.0pp | 62.5%+26.4pp |
| Annual return | 8.03% | 11.44%-3.4pp | 17.46%-9.4pp | 15.22%-7.2pp |
| Employer contribution / active EE | $3,881 | $1,704+127.8% | $4,288-9.5% | $2,250+72.5% |
| Participant deferral / active EE | $5,207 | $2,355+121.1% | $4,854+7.3% | $3,054+70.5% |
| Admin fee / account holder | $398 | $2,291-82.6% | $15,562-97.4% | $3,102-87.2% |