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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 80111 | Advisory (Plan) | $20,877 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OR 80111 | Recordkeeping Fees | $16,795 |
Service code 13 6500 S MACADAM AVE STE 100 · PORTLAND, OR 97239 | Contract Administrator | $6,550 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,370 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 13 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Contract Administrator | $819 |
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 | $108,994 | $106,524+2.3% | $152,301-28.4% | $87,485+24.6% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.4%+15.0pp | 68.9%+28.5pp |
| Annual return | 16.06% | 26.89%-10.8pp | 80.50%-64.4pp | 26.06%-10.0pp |
| Employer contribution / active EE | $4,797 | $3,371+42.3% | $4,624+3.7% | $2,596+84.8% |
| Participant deferral / active EE | $10,155 | $6,525+55.6% | $8,004+26.9% | $4,274+137.6% |
| Admin fee / account holder | $499 | $8,287-94.0% | $14,398-96.5% | $7,775-93.6% |