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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 | $19,905 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $18,475 |
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 | $119,279 | $77,460+54.0% | $100,378+18.8% | $80,925+47.4% |
| Participation rate | 85.0% | 76.9%+8.1pp | 81.5%+3.5pp | 67.7%+17.3pp |
| Annual return | 17.45% | 37.24%-19.8pp | 49.41%-32.0pp | 35.65%-18.2pp |
| Employer contribution / active EE | $2,692 | $2,801-3.9% | $3,942-31.7% | $2,756-2.3% |
| Participant deferral / active EE | $11,695 | $6,818+71.5% | $8,087+44.6% | $4,299+172.1% |
| Admin fee / account holder | $378 | $5,887-93.6% | $7,899-95.2% | $6,940-94.6% |