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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.
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 | $36,904-14.9% | $158,223-80.1% | $65,191-51.8% |
| Participation rate | 56.8% | 62.1%-5.3pp | 79.2%-22.4pp | 63.0%-6.2pp |
| Annual return | 10.67% | 24.43%-13.8pp | 52.09%-41.4pp | 51.24%-40.6pp |
| Employer contribution / active EE | $466 | $1,489-68.7% | $4,109-88.7% | $2,400-80.6% |
| Participant deferral / active EE | $949 | $1,936-51.0% | $5,467-82.6% | $2,671-64.5% |
| Admin fee / account holder | $392 | $793-50.6% | $16,047-97.6% | $907-56.8% |