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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,933 |
LINSCO/PRIVATE LEDGER CORP2 years Filed as: LINSCO/PRIVATE LEDFER CORP Service code 55 | Other Commissions | $23,674 |
Service code 99 6504 BRIDGE POINT PKWY, STE 450 · AUSTIN, TX 78730 | Other Fees | $7,904 |
LINSCO/PRIVATE LEDGER CORP2 years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $0 |
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 | $110,198 | $91,760+20.1% | $156,181-29.4% | $67,986+62.1% |
| Participation rate | 61.1% | 65.0%-3.9pp | 78.8%-17.7pp | 57.2%+3.9pp |
| Annual return | 16.47% | 18.14%-1.7pp | 64.87%-48.4pp | 31.67%-15.2pp |
| Employer contribution / active EE | $779 | $2,419-67.8% | $4,294-81.8% | $2,019-61.4% |
| Participant deferral / active EE | $4,519 | $3,960+14.1% | $6,132-26.3% | $3,358+34.6% |
| Admin fee / account holder | $330 | $3,949-91.6% | $14,586-97.7% | $3,203-89.7% |