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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 | $30,603 |
ALPHA INVESTMENT CONSULTING GROUP11+ years Service code 27 11 E KILBOURN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $27,227 |
RSM US LLP11+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $14,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,110 | $85,515+82.6% | $112,040+39.3% | $67,986+129.6% |
| Participation rate | 98.1% | 68.2%+29.9pp | 76.5%+21.6pp | 57.2%+40.9pp |
| Annual return | 11.01% | 29.68%-18.7pp | 24.52%-13.5pp | 31.67%-20.7pp |
| Employer contribution / active EE | $1,463 | $2,191-33.2% | $2,954-50.5% | $2,019-27.5% |
| Participant deferral / active EE | $6,559 | $4,014+63.4% | $5,098+28.7% | $3,358+95.3% |
| Admin fee / account holder | $433 | $3,774-88.5% | $12,098-96.4% | $3,203-86.5% |