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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,389 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,500 |
PENSIONS PLUS, INC.1 year Filed as: PENSIONS PLUS INC Service code 13 746 EAST WINCHESTER STREET · MURRAY, UT 841078628 | Contract Administrator | $5,913 |
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 | $105,880 | $42,901+146.8% | $91,225+16.1% | $64,819+63.3% |
| Participation rate | 79.3% | 68.1%+11.2pp | 73.2%+6.1pp | 71.5%+7.8pp |
| Annual return | -14.86% | -13.53%-1.3pp | 114.12%-129.0pp | 32.84%-47.7pp |
| Employer contribution / active EE | $2,866 | $1,571+82.4% | $2,851+0.5% | $2,507+14.3% |
| Participant deferral / active EE | $3,062 | $3,501-12.5% | $4,233-27.7% | $4,311-29.0% |
| Admin fee / account holder | $478 | $131+264.8% | $5,422-91.2% | $188+154.6% |