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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 | $14,041 |
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 7755 3RD ST N · OAKDALE, MN 55128 | Other Commissions | $11,042 |
PIETTE MCCOART CPAS LLC4 years Service code 10 6 BLACKSTONE VALLEY PL · LINCOLN, RI 02865 | Accounting | $6,350 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $425 |
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 | $127,022 | $62,715+102.5% | $104,299+21.8% | $66,949+89.7% |
| Participation rate | 28.9% | 59.6%-30.6pp | 73.3%-44.3pp | 69.8%-40.9pp |
| Annual return | -17.35% | -14.70%-2.6pp | 24.62%-42.0pp | 1.57%-18.9pp |
| Employer contribution / active EE | $607 | $1,976-69.3% | $3,373-82.0% | $2,545-76.1% |
| Participant deferral / active EE | $1,731 | $2,852-39.3% | $4,626-62.6% | $4,239-59.2% |
| Admin fee / account holder | $443 | $657-32.6% | $7,339-94.0% | $594-25.4% |