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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 | $69,991 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,270 |
CROWE LLP1+ years Service code 10 320 E JEFFERSON BLVD · SOUTH BEND, IN 46601 | Accounting | $26,250 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $20,000 |
Filed as: SWBC INVESTMENT ADVISORY SERV LLC D Service code 27 9311 SAN PEDRO AVE STE 600 · SAN ANTONIO, TX 78216 | Advisory (Plan) | $9,024 |
INSPERITY RETIREMENT SERVICES1+ years Service code 99 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Other Fees | $1,000 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING INC Service code 99 PO BOX 730182 · DALLAS, TX 75373 | Other Fees | $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 | $197,701 | $79,779+147.8% | $153,741+28.6% | $74,478+165.4% |
| Participation rate | 99.1% | 69.9%+29.2pp | 77.1%+22.0pp | 67.2%+31.9pp |
| Annual return | 24.90% | 15.08%+9.8pp | 15.71%+9.2pp | 1370.56%-1345.7pp |
| Employer contribution / active EE | $7,260 | $4,026+80.3% | $5,042+44.0% | $2,626+176.5% |
| Participant deferral / active EE | $9,488 | $5,329+78.1% | $6,757+40.4% | $4,350+118.1% |
| Admin fee / account holder | $379 | $1,761-78.5% | $12,749-97.0% | $1,946-80.5% |