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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 | $40,878 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,275 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $18,208 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,870 | $59,456+41.1% | $93,669-10.5% | $74,429+12.7% |
| Participation rate | 94.3% | 59.6%+34.6pp | 68.7%+25.6pp | 67.2%+27.1pp |
| Annual return | 9.81% | 82.00%-72.2pp | 133.59%-123.8pp | 1368.38%-1358.6pp |
| Employer contribution / active EE | $823 | $1,266-35.0% | $2,424-66.0% | $2,625-68.6% |
| Participant deferral / active EE | $5,487 | $3,052+79.8% | $4,416+24.3% | $4,348+26.2% |
| Admin fee / account holder | $440 | $3,026-85.5% | $8,291-94.7% | $1,944-77.4% |