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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 | $47,086 |
Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $44,706 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,722 |
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 | $32,365 | $72,303-55.2% | $86,698-62.7% | $64,819-50.1% |
| Participation rate | 87.2% | 80.4%+6.8pp | 76.6%+10.6pp | 71.5%+15.7pp |
| Annual return | -15.29% | 392.77%-408.1pp | 35.95%-51.2pp | 32.84%-48.1pp |
| Employer contribution / active EE | $2,104 | $2,393-12.1% | $2,837-25.8% | $2,507-16.1% |
| Participant deferral / active EE | $3,762 | $4,660-19.3% | $4,656-19.2% | $4,311-12.7% |
| Admin fee / account holder | $301 | $174+73.0% | $7,493-96.0% | $188+60.3% |