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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,129 |
USI CONSULTING GROUP3+ years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $26,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,673 | $54,193+2.7% | $93,681-40.6% | $77,692-28.3% |
| Participation rate | 37.8% | 63.9%-26.2pp | 68.7%-31.0pp | 70.6%-32.8pp |
| Annual return | 11.08% | 30.54%-19.5pp | 133.47%-122.4pp | 31.25%-20.2pp |
| Employer contribution / active EE | $651 | $1,168-44.3% | $2,422-73.1% | $2,726-76.1% |
| Participant deferral / active EE | $1,164 | $3,144-63.0% | $4,415-73.6% | $4,648-75.0% |
| Admin fee / account holder | $310 | $576-46.1% | $8,290-96.3% | $431-27.9% |