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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 | $63,317 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $56,146 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,056 | $69,511+289.9% | $94,672+186.3% | $71,529+278.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 11.84% | 29.67%-17.8pp | 156.89%-145.0pp | 28.97%-17.1pp |
| Employer contribution / active EE | $9,541 | $2,853+234.4% | $3,673+159.8% | $2,590+268.4% |
| Participant deferral / active EE | $15,630 | $7,348+112.7% | $7,417+110.7% | $4,291+264.2% |
| Admin fee / account holder | $519 | $1,211-57.1% | $7,222-92.8% | $1,588-67.3% |