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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $53,729 |
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 33 · EIN 41-0944586 7755 3RD ST N · OAKDALE, MN 55128 | Securities brokerage commissions and ... | $15,331 |
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 | $70,977 | $77,472-8.4% | $100,392-29.3% | $80,935-12.3% |
| Participation rate | 76.5% | 76.9%-0.5pp | 81.5%-5.0pp | 67.7%+8.8pp |
| Annual return | 12.30% | 37.26%-25.0pp | 49.45%-37.2pp | 35.66%-23.4pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,699 | $6,818-1.7% | $8,090-17.2% | $4,299+55.8% |
| Admin fee / account holder | $410 | $5,885-93.0% | $7,904-94.8% | $6,924-94.1% |