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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 | $33,070 |
VITA PLANNING GROUP LLC4 years Service code 27 312 SE STONEMILL DR STE 160 · VANCOUVER, WA 986843514 | Advisory (Plan) | $16,632 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $280,963 | $78,529+257.8% | $105,591+166.1% | $74,400+277.6% |
| Participation rate | 34.7% | 72.8%-38.1pp | 75.3%-40.5pp | 67.2%-32.5pp |
| Annual return | 13.85% | 15.94%-2.1pp | 116.43%-102.6pp | 1367.51%-1353.7pp |
| Employer contribution / active EE | $6,054 | $2,522+140.0% | $3,166+91.2% | $2,624+130.7% |
| Participant deferral / active EE | $19,281 | $4,321+346.2% | $5,008+285.0% | $4,348+343.4% |
| Admin fee / account holder | $421 | $2,216-81.0% | $11,024-96.2% | $1,944-78.3% |