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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 | $20,580 |
Service code 10 861 PARKVIEW DR N STE 200 · EL SEGUNDO, CA 90245 | Accounting | $11,675 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,411 |
TD AMERITRADE, INC.5 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $150 |
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 | $139,615 | $65,437+113.4% | $86,698+61.0% | $66,949+108.5% |
| Participation rate | 85.0% | 75.5%+9.6pp | 76.6%+8.4pp | 69.8%+15.2pp |
| Annual return | -15.71% | -10.91%-4.8pp | 35.96%-51.7pp | 1.57%-17.3pp |
| Employer contribution / active EE | $3,810 | $2,154+76.9% | $2,837+34.3% | $2,545+49.7% |
| Participant deferral / active EE | $9,158 | $4,102+123.3% | $4,656+96.7% | $4,239+116.0% |
| Admin fee / account holder | $354 | $642-44.8% | $7,492-95.3% | $594-40.3% |