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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAFE, CO 80111 | Recordkeeping Fees | $67,017 |
Service code 55 18 CORPORATE WOODS BLVD · ALBANY, NY 12211 | Other Commissions | $39,319 |
DEFINITI LLC1 year Service code 13 535 KEISLER DR. · CARY, NC 27518 | Contract Administrator | $12,639 |
Filed as: EMPOWER ADVISORY GROUP, INC. Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,010 |
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 | $91,337 | $45,312+101.6% | $86,233+5.9% | $67,986+34.3% |
| Participation rate | 80.1% | 42.4%+37.7pp | 69.0%+11.1pp | 57.2%+22.9pp |
| Annual return | 14.31% | 24.79%-10.5pp | 61.39%-47.1pp | 31.67%-17.4pp |
| Employer contribution / active EE | $3,277 | $1,160+182.6% | $2,504+30.9% | $2,019+62.3% |
| Participant deferral / active EE | $6,765 | $2,185+209.7% | $4,559+48.4% | $3,358+101.5% |
| Admin fee / account holder | $502 | $3,295-84.8% | $8,342-94.0% | $3,203-84.3% |