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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,228 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH IND Service code 55 | Other Commissions | $28,276 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,062 |
DCSRETIRE INC1+ years Service code 13 2220 COUNTY WEST SUITE 108, PMB#424 · JACKSONVILLE, FL 32259 | Contract Administrator | $12,179 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $5,848 |
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 | $107,610 | $25,014+330.2% | $69,623+54.6% | $80,935+33.0% |
| Participation rate | 90.3% | 64.2%+26.1pp | 66.4%+23.9pp | 67.7%+22.7pp |
| Annual return | 0.00% | 19.08%-19.1pp | 101.23%-101.2pp | 35.66%-35.7pp |
| Employer contribution / active EE | $3,689 | $991+272.1% | $1,709+115.8% | $2,757+33.8% |
| Participant deferral / active EE | $9,813 | $1,840+433.4% | $2,890+239.6% | $4,299+128.2% |
| Admin fee / account holder | $838 | $2,491-66.4% | $4,696-82.2% | $6,924-87.9% |