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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 | $31,872 |
Filed as: ALERA GROUP INC DBA ALERA INVESTMEN Service code 27 3 PARKWAY N STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $29,703 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,066 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 99 119 E PALATINE RD STE 104 · PALATINE, IL 60067 | Other Fees | $995 |
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 | $51,733 | $45,126+14.6% | $85,187-39.3% | $74,459-30.5% |
| Participation rate | 97.5% | 49.4%+48.1pp | 67.5%+30.0pp | 67.2%+30.3pp |
| Annual return | 14.39% | 26.30%-11.9pp | 66.67%-52.3pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $3,626 | $1,460+148.4% | $2,732+32.7% | $2,626+38.1% |
| Participant deferral / active EE | $6,386 | $2,738+133.2% | $4,525+41.1% | $4,350+46.8% |
| Admin fee / account holder | $412 | $2,212-81.4% | $6,162-93.3% | $1,945-78.8% |