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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 | $79,738 |
Service code 27 120 VANTIS DR STE 330 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $34,522 |
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 | $63,254 | $101,653-37.8% | $147,080-57.0% | $74,459-15.0% |
| Participation rate | 98.4% | 75.6%+22.9pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 18.04% | 8754.98%-8736.9pp | 420.17%-402.1pp | 1369.70%-1351.7pp |
| Employer contribution / active EE | $8,134 | $3,813+113.3% | $4,933+64.9% | $2,626+209.8% |
| Participant deferral / active EE | $14,899 | $7,304+104.0% | $8,066+84.7% | $4,350+242.5% |
| Admin fee / account holder | $389 | $1,752-77.8% | $12,989-97.0% | $1,945-80.0% |