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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 | $54,139 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,796 |
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 | $102,286 | $112,932-9.4% | $103,065-0.8% | $74,478+37.3% |
| Participation rate | 90.5% | 80.8%+9.7pp | 80.6%+9.9pp | 67.2%+23.2pp |
| Annual return | 18.99% | 23.24%-4.3pp | 23.95%-5.0pp | 1370.56%-1351.6pp |
| Employer contribution / active EE | $5,914 | $4,881+21.2% | $4,675+26.5% | $2,626+125.2% |
| Participant deferral / active EE | $11,788 | $7,279+61.9% | $6,625+77.9% | $4,350+171.0% |
| Admin fee / account holder | $308 | $1,707-82.0% | $9,349-96.7% | $1,946-84.2% |