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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 | $38,677 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,566 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $20,243 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,540 | $66,486+43.7% | $81,370+17.4% | $77,762+22.9% |
| Participation rate | 59.1% | 68.7%-9.6pp | 69.5%-10.5pp | 70.6%-11.5pp |
| Annual return | 9.01% | 15.95%-6.9pp | 24.85%-15.8pp | 31.27%-22.3pp |
| Employer contribution / active EE | $2,392 | $2,158+10.8% | $2,464-2.9% | $2,728-12.3% |
| Participant deferral / active EE | $5,706 | $3,677+55.2% | $3,885+46.9% | $4,651+22.7% |
| Admin fee / account holder | $329 | $586-43.8% | $5,749-94.3% | $433-24.0% |