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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 | $83,480 |
AAFCPAS, INC.1 year Service code 10 50 WASHINGTON ST · WESTBOROUGH, MA 01581 | Accounting | $26,396 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,559 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $1,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,422 | $38,165-17.7% | $189,758-83.4% | $69,255-54.6% |
| Participation rate | 56.8% | 66.7%-9.9pp | 79.8%-23.0pp | 69.0%-12.3pp |
| Annual return | 10.67% | 14.65%-4.0pp | 52.62%-41.9pp | 26.73%-16.1pp |
| Employer contribution / active EE | $466 | $1,589-70.7% | $4,767-90.2% | $2,645-82.4% |
| Participant deferral / active EE | $949 | $2,073-54.2% | $5,856-83.8% | $2,890-67.2% |
| Admin fee / account holder | $392 | $714-45.1% | $20,388-98.1% | $733-46.5% |