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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $35,077 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,440 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,967 |
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 | $93,104 | $88,360+5.4% | $145,433-36.0% | $67,986+36.9% |
| Participation rate | 82.0% | 65.5%+16.5pp | 82.1%-0.1pp | 57.2%+24.8pp |
| Annual return | 20.11% | 63.15%-43.0pp | 66.58%-46.5pp | 31.67%-11.6pp |
| Employer contribution / active EE | $2,459 | $3,054-19.5% | $4,554-46.0% | $2,019+21.8% |
| Participant deferral / active EE | $7,662 | $5,932+29.2% | $7,897-3.0% | $3,358+128.2% |
| Admin fee / account holder | $320 | $3,313-90.3% | $13,129-97.6% | $3,203-90.0% |