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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,908 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,569 |
BERLA INVESTMENT CONSULTING3+ years Service code 27 PO BOX 4067 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $8,333 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,390 | $227,291-99.4% | $214,702-99.4% | $155,188-99.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 9.68% | 60.08%-50.4pp | 54.55%-44.9pp | 148.84%-139.2pp |
| Employer contribution / active EE | $72,869 | $6,772+976.1% | $6,461+1027.9% | $4,248+1615.5% |
| Participant deferral / active EE | $265,313 | $9,582+2668.9% | $9,147+2800.7% | $6,531+3962.3% |
| Admin fee / account holder | $20,381 | $20,413-0.2% | $19,830+2.8% | $14,480+40.8% |