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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 | $37,582 |
HAYS FINANCIAL GROUP4 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 27 80 S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $22,500 |
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 | $225,297 | $88,360+155.0% | $145,433+54.9% | $67,986+231.4% |
| Participation rate | 90.4% | 65.5%+25.0pp | 82.1%+8.3pp | 57.2%+33.2pp |
| Annual return | 21.56% | 63.15%-41.6pp | 66.58%-45.0pp | 31.67%-10.1pp |
| Employer contribution / active EE | $3,879 | $3,054+27.0% | $4,554-14.8% | $2,019+92.2% |
| Participant deferral / active EE | $10,034 | $5,932+69.2% | $7,897+27.1% | $3,358+198.8% |
| Admin fee / account holder | $435 | $3,313-86.9% | $13,129-96.7% | $3,203-86.4% |