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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,874 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,899 |
Service code 13 ONE RAYMOND DR STE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $3,125 |
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 | $97,611 | $101,499-3.8% | $147,005-33.6% | $74,546+30.9% |
| Participation rate | 99.3% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.0pp |
| Annual return | 15.77% | 8732.34%-8716.6pp | 418.76%-403.0pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $3,546 | $3,811-6.9% | $4,934-28.1% | $2,624+35.1% |
| Participant deferral / active EE | $13,035 | $7,304+78.4% | $8,070+61.5% | $4,347+199.8% |
| Admin fee / account holder | $329 | $1,748-81.2% | $13,006-97.5% | $1,944-83.1% |