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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 PO BOX 30918 · BILLINGS, MT 59116 | Other Fees | $27,242 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,738 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,846 | $80,781+7.5% | $102,437-15.2% | $74,478+16.6% |
| Participation rate | 67.2% | 65.7%+1.5pp | 74.5%-7.3pp | 67.2%0pp |
| Annual return | 14.78% | 27.58%-12.8pp | 24.95%-10.2pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $754 | $3,160-76.1% | $3,871-80.5% | $2,626-71.3% |
| Participant deferral / active EE | $4,111 | $3,862+6.4% | $5,060-18.8% | $4,350-5.5% |
| Admin fee / account holder | $404 | $2,372-83.0% | $8,388-95.2% | $1,946-79.2% |