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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC5 years Service code 99 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Other Fees | $8,928 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,878 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,932 | $49,451+31.3% | $79,576-18.4% | $66,930-3.0% |
| Participation rate | 38.5% | 61.3%-22.9pp | 69.5%-31.0pp | 69.8%-31.4pp |
| Annual return | -20.18% | 84.25%-104.4pp | 0.15%-20.3pp | 1.57%-21.8pp |
| Employer contribution / active EE | $860 | $1,266-32.0% | $2,413-64.3% | $2,545-66.2% |
| Participant deferral / active EE | $2,406 | $3,159-23.8% | $3,985-39.6% | $4,238-43.2% |
| Admin fee / account holder | $344 | $595-42.2% | $6,834-95.0% | $593-42.1% |