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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 | $106,779 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $75,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,824 | $69,255+80.2% | $148,496-15.9% | $69,255+80.2% |
| Participation rate | 67.7% | 69.0%-1.4pp | 76.0%-8.4pp | 69.0%-1.4pp |
| Annual return | 13.75% | 26.73%-13.0pp | 12.33%+1.4pp | 26.73%-13.0pp |
| Employer contribution / active EE | $3,072 | $2,645+16.2% | $3,497-12.2% | $2,645+16.2% |
| Participant deferral / active EE | $4,858 | $2,890+68.1% | $4,808+1.0% | $2,890+68.1% |
| Admin fee / account holder | $460 | $733-37.2% | $19,547-97.6% | $733-37.2% |