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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 | $135,961-0.9% | $96,707+39.4% | $67,986+98.2% |
| Participation rate | 93.8% | 76.3%+17.5pp | 80.4%+13.5pp | 57.2%+36.6pp |
| Annual return | 24.04% | 31.14%-7.1pp | 34.78%-10.7pp | 31.67%-7.6pp |
| Employer contribution / active EE | $9,197 | $5,011+83.5% | $4,191+119.4% | $2,019+355.6% |
| Participant deferral / active EE | $15,669 | $7,360+112.9% | $5,997+161.3% | $3,358+366.6% |
| Admin fee / account holder | $428 | $2,370-81.9% | $7,503-94.3% | $3,203-86.6% |