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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 | $70,269 |
ACTUARIES & ASSOCIATES1 year Service code 13 701 S. TYLER · AMARILLO, TX 79101 | Contract Administrator | $12,870 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,441 | $97,765-36.1% | $103,486-39.7% | $145,884-57.2% |
| Participation rate | 0.0% | 81.1%-81.1pp | 80.5%-80.5pp | 80.3%-80.3pp |
| Annual return | 12.40% | 25.44%-13.0pp | 23.93%-11.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $348,179 | $4,687+7328.7% | $4,679+7340.7% | $4,662+7368.0% |
| Participant deferral / active EE | $570,049 | $6,606+8529.5% | $6,628+8500.5% | $6,690+8421.4% |
| Admin fee / account holder | $334 | $12,505-97.3% | $9,354-96.4% | $13,392-97.5% |