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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTH DALLAS BANK & TRUST CO Service code 25 12900 PRESTON RD STE 300 · DALLAS, TX 75230 | Directed Trustee | $48,337 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,315 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $325 |
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 | $86,574 | $81,870+5.7% | $119,622-27.6% | $68,486+26.4% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -15.69% | -23.82%+8.1pp | -14.98%-0.7pp | -7.85%-7.8pp |
| Employer contribution / active EE | $3,041 | $2,692+13.0% | $4,232-28.2% | $2,597+17.1% |
| Participant deferral / active EE | $2,990 | $4,148-27.9% | $5,601-46.6% | $4,028-25.8% |
| Admin fee / account holder | $604 | $6,583-90.8% | $10,328-94.1% | $5,404-88.8% |