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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,795 |
RAPHAEL AND RAPHAEL, LLP3 years Service code 10 213 STUART STREET, 3RD FLOOR · BOSTON, MA 02116 | Accounting | $22,250 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $10,773 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $5,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,103 | $91,760+124.6% | $156,181+32.0% | $67,986+203.2% |
| Participation rate | 67.6% | 65.0%+2.6pp | 78.8%-11.2pp | 57.2%+10.4pp |
| Annual return | 15.93% | 18.14%-2.2pp | 64.87%-48.9pp | 31.67%-15.7pp |
| Employer contribution / active EE | $31 | $2,419-98.7% | $4,294-99.3% | $2,019-98.5% |
| Participant deferral / active EE | $6,946 | $3,960+75.4% | $6,132+13.3% | $3,358+106.9% |
| Admin fee / account holder | $769 | $3,949-80.5% | $14,586-94.7% | $3,203-76.0% |