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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,772 |
AMERIPRISE FINANCIAL SERVICES INC10+ years Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $39,259 |
INDEPENDENT RETIREMENT CONSULTING10+ years Service code 13 · EIN 90-0451904 6500 SW MACADAM AVE · PORTLAND, OR 97239 | Contract Administrator | $16,225 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · COLORADO, OR 80111 | Investment Management | $8,163 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,153 | $80,781-25.5% | $102,437-41.3% | $74,478-19.2% |
| Participation rate | 85.2% | 65.7%+19.5pp | 74.5%+10.7pp | 67.2%+18.0pp |
| Annual return | 10.85% | 27.58%-16.7pp | 24.95%-14.1pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $6,597 | $3,160+108.8% | $3,871+70.4% | $2,626+151.2% |
| Participant deferral / active EE | $6,031 | $3,862+56.2% | $5,060+19.2% | $4,350+38.6% |
| Admin fee / account holder | $395 | $2,372-83.4% | $8,388-95.3% | $1,946-79.7% |