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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 | $32,364 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE TRUST COMPANY Service code 13 · EIN 52-1309931 | Contract Administrator | $23,215 |
THE WEISS GROUP, INC.1 year Service code 13 400 SKOKIE BLVD STE 415 · NORTHBROOK, IL 60062 | Contract Administrator | $15,570 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 27 51 MADISON AVE RM 251 · NEW YORK, NY 100101603 | Advisory (Plan) | $11,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,521 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $4,474 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,520 | $82,979-12.6% | $102,383-29.2% | $77,714-6.7% |
| Participation rate | 69.0% | 71.5%-2.5pp | 74.5%-5.5pp | 70.6%-1.5pp |
| Annual return | 14.66% | 19.11%-4.4pp | 24.94%-10.3pp | 31.26%-16.6pp |
| Employer contribution / active EE | $2,054 | $3,554-42.2% | $3,870-46.9% | $2,727-24.7% |
| Participant deferral / active EE | $4,077 | $4,109-0.8% | $5,060-19.4% | $4,649-12.3% |
| Admin fee / account holder | $386 | $639-39.5% | $8,391-95.4% | $433-10.9% |