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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 | $80,831 |
Service code 27 8111 PRESTON ROAD, STE. 500 · DALLAS, TX 75225 | Advisory (Plan) | $37,290 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 | Shareholder Servicing | $0 |
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 | $209,030 | $62,177+236.2% | $81,370+156.9% | $74,478+180.7% |
| Participation rate | 70.5% | 64.1%+6.4pp | 69.5%+1.0pp | 67.2%+3.3pp |
| Annual return | 12.94% | 16.62%-3.7pp | 24.85%-11.9pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $4,325 | $1,881+129.9% | $2,464+75.5% | $2,626+64.7% |
| Participant deferral / active EE | $7,131 | $3,219+121.5% | $3,885+83.5% | $4,350+63.9% |
| Admin fee / account holder | $606 | $1,927-68.6% | $5,749-89.5% | $1,946-68.9% |