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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 | $101,591-37.7% | $147,096-57.0% | $74,429-15.0% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 18.04% | 8746.45%-8728.4pp | 419.75%-401.7pp | 1368.38%-1350.3pp |
| Employer contribution / active EE | $8,134 | $3,813+113.4% | $4,936+64.8% | $2,625+209.9% |
| Participant deferral / active EE | $14,899 | $7,302+104.0% | $8,071+84.6% | $4,348+242.6% |
| Admin fee / account holder | $389 | $1,750-77.8% | $13,005-97.0% | $1,944-80.0% |