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| Provider | Service type | Compensation |
|---|---|---|
ALLWORTH FINANCIAL2 years Filed as: ALLWORTH FINANCIAL LP Service code 27 3017 DOUGLAS BLVD · ROSEVILLE, CA 95661 | Advisory (Plan) | $16,566 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,318 |
DEFINITI LLC4 years Service code 13 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $14,297 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $53,643 | $76,112-29.5% | $96,534-44.4% | $71,511-25.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 76.0%+4.0pp | 67.9%+12.1pp |
| Annual return | 16.46% | 22.81%-6.3pp | 25.88%-9.4pp | 28.86%-12.4pp |
| Employer contribution / active EE | $2,035 | $2,248-9.5% | $2,965-31.4% | $2,589-21.4% |
| Participant deferral / active EE | $4,064 | $4,217-3.6% | $4,851-16.2% | $4,291-5.3% |
| Admin fee / account holder | $303 | $2,708-88.8% | $8,253-96.3% | $1,588-80.9% |