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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $60,295 |
BRIGHTON JONES LLC8 years Service code 27 2030 1ST AVENUE, 3RD FLOOR · SEATTLE, WA 98121 | Advisory (Plan) | $54,615 |
Service code 49 1600 VALLEY RIVER DRIVE SUITE 340 · EUGENE, OR 97401 | Other Services | $32,267 |
GEFFEN MESHER5 years Filed as: GEFFEN MESHER AND CO. P.C. Service code 10 888 SW 5TH AVENUE · PORTLAND, OR 97204 | Accounting | $24,600 |
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 | $148,955 | $106,264+40.2% | $147,117+1.2% | $77,762+91.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 16.98% | 56.94%-40.0pp | 420.54%-403.6pp | 31.27%-14.3pp |
| Employer contribution / active EE | $6,010 | $4,074+47.5% | $4,932+21.8% | $2,728+120.3% |
| Participant deferral / active EE | $8,751 | $8,003+9.3% | $8,065+8.5% | $4,651+88.2% |
| Admin fee / account holder | $337 | $334+0.7% | $12,993-97.4% | $433-22.2% |