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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 | $106,749+2.1% | $145,433-25.1% | $82,448+32.2% |
| Participation rate | 97.4% | 75.6%+21.8pp | 82.1%+15.3pp | 68.1%+29.4pp |
| Annual return | 16.06% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $4,797 | $3,444+39.3% | $4,554+5.3% | $2,551+88.0% |
| Participant deferral / active EE | $10,155 | $6,519+55.8% | $7,897+28.6% | $4,139+145.3% |
| Admin fee / account holder | $499 | $8,390-94.0% | $13,129-96.2% | $7,234-93.1% |