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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,597 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $28,262 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,160 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $384,565 | $82,674+365.2% | $125,363+206.8% | $68,495+461.5% |
| Participation rate | 88.6% | 75.0%+13.5pp | 82.4%+6.2pp | 67.9%+20.7pp |
| Annual return | -15.74% | -5.97%-9.8pp | 572.15%-587.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $6,624 | $3,382+95.9% | $4,815+37.6% | $2,596+155.1% |
| Participant deferral / active EE | $11,113 | $6,111+81.8% | $7,447+49.2% | $4,028+175.9% |
| Admin fee / account holder | $964 | $6,276-84.6% | $10,005-90.4% | $5,403-82.2% |