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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 | $28,861 |
HAYS COMPANIES3 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 27 80 S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $22,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,326 |
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 | $241,604 | $102,429+135.9% | $147,096+64.2% | $80,925+198.6% |
| Participation rate | 97.8% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.2pp |
| Annual return | 13.17% | 135.02%-121.8pp | 419.75%-406.6pp | 35.65%-22.5pp |
| Employer contribution / active EE | $4,394 | $3,716+18.3% | $4,936-11.0% | $2,756+59.4% |
| Participant deferral / active EE | $11,255 | $6,649+69.3% | $8,071+39.5% | $4,299+161.8% |
| Admin fee / account holder | $548 | $7,957-93.1% | $13,005-95.8% | $6,940-92.1% |