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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 | $24,489 |
HAYS COMPANIES1 year Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 27 80 S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $18,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,805 |
HAYS COMPANIES4 years Filed as: HAYS COMPANIES INC Service code 27 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $3,728 |
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 | $146,426 | $82,674+77.1% | $125,381+16.8% | $68,486+113.8% |
| Participation rate | 97.9% | 75.1%+22.9pp | 82.4%+15.6pp | 67.9%+30.0pp |
| Annual return | -16.79% | -5.97%-10.8pp | 572.31%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $4,126 | $3,382+22.0% | $4,815-14.3% | $2,597+58.9% |
| Participant deferral / active EE | $9,742 | $6,111+59.4% | $7,448+30.8% | $4,028+141.9% |
| Admin fee / account holder | $371 | $6,277-94.1% | $10,007-96.3% | $5,404-93.1% |