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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $21,307 |
Service code 99 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Fees | $20,398 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,429 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,502 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
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 | $190,043 | $81,487+133.2% | $102,412+85.6% | $80,935+134.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.94% | 25.60%-14.7pp | 24.94%-14.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $7,216 | $3,103+132.5% | $3,870+86.5% | $2,757+161.7% |
| Participant deferral / active EE | $7,179 | $3,871+85.5% | $5,060+41.9% | $4,299+67.0% |
| Admin fee / account holder | $513 | $6,717-92.4% | $8,388-93.9% | $6,924-92.6% |