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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $161,801 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $36,000 |
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 | $85,704 | $89,093-3.8% | $102,434-16.3% | $77,736+10.2% |
| Participation rate | 88.7% | 80.9%+7.7pp | 76.5%+12.2pp | 70.6%+18.1pp |
| Annual return | 12.59% | 25.03%-12.4pp | 29.46%-16.9pp | 31.26%-18.7pp |
| Employer contribution / active EE | $2,441 | $2,699-9.6% | $3,023-19.3% | $2,728-10.5% |
| Participant deferral / active EE | $5,770 | $5,147+12.1% | $5,055+14.1% | $4,651+24.1% |
| Admin fee / account holder | $323 | $236+36.8% | $9,462-96.6% | $433-25.5% |