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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 | $73,633 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,826 |
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 | $134,766 | $64,340+109.5% | $118,106+14.1% | $64,340+109.5% |
| Participation rate | 93.8% | 55.2%+38.6pp | 81.9%+11.9pp | 55.2%+38.6pp |
| Annual return | 24.04% | 24.14%-0.1pp | 19.44%+4.6pp | 24.14%-0.1pp |
| Employer contribution / active EE | $9,197 | $1,862+394.0% | $4,698+95.8% | $1,862+394.0% |
| Participant deferral / active EE | $15,669 | $2,980+425.8% | $6,619+136.7% | $2,980+425.8% |
| Admin fee / account holder | $428 | $3,703-88.4% | $8,973-95.2% | $3,703-88.4% |