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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 | $13,852 |
ROCKLAND TRUST4 years Service code 27 2036 WASHINGTON ST · HANOVER, MA 02339 | Advisory (Plan) | $11,836 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,971 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC Service code 13 | Contract Administrator | $1,480 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $750 |
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.)
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 | $32,173 | $50,902-36.8% | $155,534-79.3% | $77,736-58.6% |
| Participation rate | 11.8% | 63.1%-51.2pp | 78.2%-66.4pp | 70.6%-58.7pp |
| Annual return | 13.04% | 34.85%-21.8pp | 64.92%-51.9pp | 31.26%-18.2pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $504 | $2,824-82.2% | $5,630-91.0% | $4,651-89.2% |
| Admin fee / account holder | $331 | $437-24.3% | $15,900-97.9% | $433-23.7% |