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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 | $43,373 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $25,292 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,532 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,484 | $59,448-11.7% | $93,696-44.0% | $74,459-29.5% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 9.11% | 82.11%-73.0pp | 133.74%-124.6pp | 1369.70%-1360.6pp |
| Employer contribution / active EE | $1,405 | $1,266+11.0% | $2,422-42.0% | $2,626-46.5% |
| Participant deferral / active EE | $4,802 | $3,052+57.3% | $4,417+8.7% | $4,350+10.4% |
| Admin fee / account holder | $350 | $3,027-88.5% | $8,287-95.8% | $1,945-82.0% |