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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $59,299 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,062 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,016 |
Service code 13 ONE RAYMOND DR STE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $2,275 |
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 | $85,808 | $101,591-15.5% | $147,096-41.7% | $74,429+15.3% |
| Participation rate | 98.9% | 75.5%+23.4pp | 82.2%+16.7pp | 67.2%+31.7pp |
| Annual return | 16.86% | 8746.45%-8729.6pp | 419.75%-402.9pp | 1368.38%-1351.5pp |
| Employer contribution / active EE | $10,343 | $3,813+171.3% | $4,936+109.5% | $2,625+294.0% |
| Participant deferral / active EE | $12,192 | $7,302+67.0% | $8,071+51.1% | $4,348+180.4% |
| Admin fee / account holder | $487 | $1,750-72.2% | $13,005-96.3% | $1,944-74.9% |