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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,439 |
Service code 27 111 E KILBOURN AVE STE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $27,924 |
RSM US LLP8+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $11,600 |
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 | $111,958 | $65,453+71.1% | $86,691+29.1% | $66,930+67.3% |
| Participation rate | 94.9% | 75.5%+19.5pp | 76.6%+18.4pp | 69.8%+25.1pp |
| Annual return | -14.00% | -10.89%-3.1pp | 35.94%-49.9pp | 1.57%-15.6pp |
| Employer contribution / active EE | $1,128 | $2,154-47.6% | $2,837-60.2% | $2,545-55.7% |
| Participant deferral / active EE | $4,878 | $4,102+18.9% | $4,656+4.8% | $4,238+15.1% |
| Admin fee / account holder | $316 | $642-50.8% | $7,492-95.8% | $593-46.8% |