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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,689 | $62,127-13.6% | $81,382-34.0% | $74,495-27.9% |
| Participation rate | 58.3% | 64.0%-5.7pp | 69.5%-11.2pp | 67.2%-8.9pp |
| Annual return | 12.01% | 16.48%-4.5pp | 24.73%-12.7pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $933 | $1,882-50.4% | $2,463-62.1% | $2,623-64.4% |
| Participant deferral / active EE | $2,670 | $3,229-17.3% | $3,883-31.2% | $4,346-38.6% |
| Admin fee / account holder | $538 | $1,934-72.2% | $5,768-90.7% | $1,942-72.3% |