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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $63,722 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,014 |
Filed as: SWBC INVESTMENT ADVISORY SERV LLC D Service code 27 9311 SAN PEDRO AVE STE 600 · SAN ANTONIO, TX 78216 | Advisory (Plan) | $26,565 |
CROWE LLP2+ years Service code 10 320 E JEFFERSON BLVD · SOUTH BEND, IN 46624 | Accounting | $26,250 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $231,836 | $68,868+236.6% | $183,328+26.5% | $67,986+241.0% |
| Participation rate | 97.4% | 57.0%+40.3pp | 77.3%+20.0pp | 57.2%+40.1pp |
| Annual return | 14.90% | 28.80%-13.9pp | 29.67%-14.8pp | 31.67%-16.8pp |
| Employer contribution / active EE | $7,376 | $2,917+152.9% | $5,055+45.9% | $2,019+265.4% |
| Participant deferral / active EE | $10,585 | $4,364+142.6% | $6,795+55.8% | $3,358+215.2% |
| Admin fee / account holder | $394 | $3,805-89.6% | $21,427-98.2% | $3,203-87.7% |