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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS COMPANY OF AMER Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $78,088 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $26,208 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,073 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Other commissions; Direct payment fro... | $277 |
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.)
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 | $59,388 | $49,693+19.5% | $70,548-15.8% | $74,440-20.2% |
| Participation rate | 63.1% | 64.7%-1.6pp | 68.3%-5.3pp | 70.7%-7.7pp |
| Annual return | 18.78% | 21.22%-2.4pp | 32.78%-14.0pp | 34.37%-15.6pp |
| Employer contribution / active EE | $1,686 | $1,773-4.9% | $2,975-43.3% | $2,638-36.1% |
| Participant deferral / active EE | $4,657 | $3,376+38.0% | $4,567+2.0% | $4,529+2.8% |
| Admin fee / account holder | $325 | $316+3.1% | $6,424-94.9% | $348-6.4% |