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| Provider | Service type | Compensation |
|---|---|---|
ROCKEFELLER FINANCIAL LLC3 years Service code 27 · EIN 82-3226180 | Advisory (Plan) | $33,433 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,193 |
THE BENEFIT PRACTICE3 years Service code 13 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $8,793 |
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.)
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 | $53,689 | $62,177-13.7% | $81,370-34.0% | $74,478-27.9% |
| Participation rate | 58.3% | 64.1%-5.7pp | 69.5%-11.2pp | 67.2%-8.9pp |
| Annual return | 12.01% | 16.62%-4.6pp | 24.85%-12.8pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $933 | $1,881-50.4% | $2,464-62.1% | $2,626-64.5% |
| Participant deferral / active EE | $2,670 | $3,219-17.0% | $3,885-31.3% | $4,350-38.6% |
| Admin fee / account holder | $538 | $1,927-72.1% | $5,749-90.6% | $1,946-72.3% |