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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 | $65,964 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $13,373 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,787 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST INSURANCE HOLDINGS LLC Service code 27 214 N TRYON STREET FL 46 · CHARLOTTE, NC 28202 | Advisory (Plan) | $10,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $107,066 | $79,223+35.1% | $102,460+4.5% | $74,478+43.8% |
| Participation rate | 69.4% | 74.8%-5.3pp | 76.5%-7.1pp | 67.2%+2.2pp |
| Annual return | 23.04% | 54.98%-31.9pp | 29.47%-6.4pp | 1370.56%-1347.5pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $11,611 | $4,417+162.9% | $5,056+129.6% | $4,350+166.9% |
| Admin fee / account holder | $448 | $2,003-77.6% | $9,460-95.3% | $1,946-77.0% |