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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 PO BOX 30918 · BILLINGS, MT 59116 | Other Fees | $108,809 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $45,549 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $13,060 |
Service code 16 · EIN 34-1820650 | Consulting | $600 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $343,148 | $91,424+275.3% | $135,942+152.4% | $71,495+380.0% |
| Participation rate | 92.0% | 75.7%+16.3pp | 81.9%+10.1pp | 67.9%+24.1pp |
| Annual return | 15.60% | 29.90%-14.3pp | 68.28%-52.7pp | 28.85%-13.3pp |
| Employer contribution / active EE | $20,176 | $3,704+444.7% | $4,858+315.4% | $2,589+679.2% |
| Participant deferral / active EE | $8,225 | $7,092+16.0% | $7,759+6.0% | $4,291+91.7% |
| Admin fee / account holder | $592 | $1,266-53.3% | $10,764-94.5% | $1,588-62.7% |