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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $35,735 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,198 |
CROSSPLANS7 years Service code 13 23041 AVENIDA DE LA CARLOTA · LAGUNA HILLS, CA 92653 | Contract Administrator | $12,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,062 |
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 | $60,871 | $88,087-30.9% | $164,866-63.1% | $74,546-18.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 12.39% | 17.27%-4.9pp | 69.97%-57.6pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $5,803 | $2,595+123.6% | $4,343+33.6% | $2,624+121.1% |
| Participant deferral / active EE | $4,785 | $4,499+6.3% | $6,033-20.7% | $4,347+10.1% |
| Admin fee / account holder | $304 | $2,232-86.4% | $12,689-97.6% | $1,944-84.3% |