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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 | $39,057 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 13 · EIN 52-1309931 | Contract Administrator | $15,405 |
THE WEISS GROUP, INC.1 year Service code 13 400 SKOKIE BLVD STE 415 · NORTHBROOK, IL 60062 | Contract Administrator | $14,628 |
Filed as: NEW YORK LIFE INSURANCE DBA EAGLE S Service code 27 51 MADISON AVE RM 251 · NEW YORK, NY 100101603 | Advisory (Plan) | $8,479 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $3,457 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $670 |
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 | $70,421 | $80,731-12.8% | $103,374-31.9% | $74,546-5.5% |
| Participation rate | 98.6% | 65.7%+32.9pp | 74.5%+24.1pp | 67.2%+31.4pp |
| Annual return | 14.44% | 27.56%-13.1pp | 24.89%-10.4pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $4,779 | $3,158+51.3% | $3,869+23.5% | $2,624+82.1% |
| Participant deferral / active EE | $10,633 | $3,860+175.5% | $5,058+110.2% | $4,347+144.6% |
| Admin fee / account holder | $426 | $2,369-82.0% | $8,394-94.9% | $1,944-78.1% |