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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,386 |
Filed as: PHILLIPS & COMPANY ADVISORS LLC Service code 27 1300 SW 5TH AVE STE 2100 · PORTLAND, OR 97201 | Advisory (Plan) | $31,579 |
AERO AIR LLC2 years Service code 99 2050 NE 25TH AVE · HILLSBORO, OR 97124 | Other Fees | $28,550 |
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 | $50,841 | $54,679-7.0% | $76,119-33.2% | $74,459-31.7% |
| Participation rate | 97.6% | 60.3%+37.3pp | 69.1%+28.5pp | 67.2%+30.4pp |
| Annual return | 12.64% | 31.90%-19.3pp | 361.25%-348.6pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $3,406 | $1,781+91.2% | $2,693+26.5% | $2,626+29.7% |
| Participant deferral / active EE | $7,131 | $3,072+132.1% | $4,259+67.4% | $4,350+63.9% |
| Admin fee / account holder | $330 | $2,238-85.2% | $6,421-94.9% | $1,945-83.0% |