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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $49,611 |
LOCAL 693 BUSINESS OFFICE10+ years Service code 50 · EIN 03-0210219 | Direct Payment | $15,031 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $11,002 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 28 1300 THAMES STREET WHARF, 4TH FL · BALTIMORE, MD 212319907 | Investment Management | $10,000 |
Service code 13 · EIN 23-7293087 | Contract Administrator | $9,979 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,042 | $92,224-28.4% | $105,223-37.2% | $79,634-17.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 8.94% | 88.65%-79.7pp | 180.65%-171.7pp | 36.46%-27.5pp |
| Employer contribution / active EE | $2,411 | $3,965-39.2% | $3,689-34.6% | $2,529-4.7% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $390 | $1,121-65.2% | $8,859-95.6% | $1,002-61.0% |