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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 | $105,248-39.9% | $147,318-57.0% | $71,012-10.9% |
| Participation rate | 97.1% | 66.1%+31.0pp | 82.1%+15.0pp | 58.6%+38.5pp |
| Annual return | 18.85% | 26.02%-7.2pp | 70.43%-51.6pp | 37.67%-18.8pp |
| Employer contribution / active EE | $2,075 | $3,785-45.2% | $4,593-54.8% | $2,348-11.6% |
| Participant deferral / active EE | $5,841 | $6,452-9.5% | $7,906-26.1% | $3,246+79.9% |
| Admin fee / account holder | $348 | $862-59.7% | $13,708-97.5% | $1,167-70.2% |