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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 | $67,894 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 | Advisory (Plan) | $57,132 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,396 |
TRISTAR PENSION LTD2 years Filed as: TRISTAR PENSION CONSULTING Service code 13 · EIN 73-1553813 9150 NORTH MAY AVENUE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $1,100 |
NOVA 401(K) ASSOCIATES9 years Service code 13 10777 NORTHWEST FREEWAY STE 440 · HOUSTON TX, TX 77092 | Contract Administrator | $0 |
TRISTAR PENSION LTD2 years Filed as: TRISTAR PENSION, LTD Service code 13 | Contract Administrator | $0 |
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 | $63,288 | $145,174-56.4% | $182,262-65.3% | $69,255-8.6% |
| Participation rate | 97.1% | 77.3%+19.8pp | 84.2%+12.9pp | 69.0%+28.1pp |
| Annual return | 18.85% | 24.21%-5.4pp | 140.60%-121.7pp | 26.73%-7.9pp |
| Employer contribution / active EE | $2,075 | $4,864-57.4% | $5,046-58.9% | $2,645-21.6% |
| Participant deferral / active EE | $5,841 | $7,703-24.2% | $8,276-29.4% | $2,890+102.1% |
| Admin fee / account holder | $348 | $791-56.1% | $16,712-97.9% | $733-52.5% |