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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 | $78,383 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $51,717 |
NEXUS ADMINISTRATORS, INC.5 years Filed as: NEXUS ADMINSTRATORS, INC. Service code 13 | Contract Administrator | $10,000 |
NEXUS ADMINISTRATORS, INC.5 years Service code 13 7647 N. FRESNO ST., STE 102 · FRESNO, CA 93711 | Contract Administrator | $3,175 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,456 |
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 | $193,014 | $80,763+139.0% | $102,412+88.5% | $74,459+159.2% |
| Participation rate | 85.5% | 65.7%+19.8pp | 74.5%+11.0pp | 67.2%+18.2pp |
| Annual return | 11.26% | 27.57%-16.3pp | 24.94%-13.7pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $12,657 | $3,160+300.6% | $3,870+227.1% | $2,626+382.0% |
| Participant deferral / active EE | $8,687 | $3,862+125.0% | $5,060+71.7% | $4,350+99.7% |
| Admin fee / account holder | $558 | $2,371-76.5% | $8,388-93.3% | $1,945-71.3% |