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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 | $80,781-12.8% | $102,437-31.3% | $74,478-5.4% |
| Participation rate | 98.6% | 65.7%+32.9pp | 74.5%+24.1pp | 67.2%+31.4pp |
| Annual return | 14.44% | 27.58%-13.1pp | 24.95%-10.5pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $4,779 | $3,160+51.2% | $3,871+23.5% | $2,626+82.0% |
| Participant deferral / active EE | $10,633 | $3,862+175.3% | $5,060+110.1% | $4,350+144.4% |
| Admin fee / account holder | $426 | $2,372-82.0% | $8,388-94.9% | $1,946-78.1% |