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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,247 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $8,798 |
Service code 99 2142 W LINCOLNWAY · CHEYENNE, WY 82001 | Other Fees | $8,567 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,930 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $31,553 | $71,230-55.7% | $93,727-66.3% | $80,959-61.0% |
| Participation rate | 95.2% | 60.4%+34.8pp | 68.7%+26.5pp | 67.7%+27.6pp |
| Annual return | 15.61% | 11.26%+4.4pp | 133.83%-118.2pp | 35.67%-20.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,638 | $4,037+14.9% | $4,417+5.0% | $4,300+7.8% |
| Admin fee / account holder | $350 | $6,961-95.0% | $8,292-95.8% | $6,925-94.9% |