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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD, STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $20,494 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OR 80111 | Recordkeeping Fees | $18,457 |
Service code 49 1600 VALLEY RIVER DR, STE 340 · EUGENE, OR 97401 | Other Services | $7,849 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,927 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,211 | $82,678-9.0% | $125,391-40.0% | $68,490+9.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.86% | -5.97%-8.9pp | 572.41%-587.3pp | -7.85%-7.0pp |
| Employer contribution / active EE | $7,096 | $3,382+109.8% | $4,816+47.3% | $2,597+173.3% |
| Participant deferral / active EE | $9,291 | $6,111+52.0% | $7,448+24.7% | $4,028+130.7% |
| Admin fee / account holder | $376 | $6,277-94.0% | $10,009-96.2% | $5,403-93.0% |