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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · PATHWAY SUCCESS, CO 80111 | Recordkeeping Fees | $36,009 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 | Other Commissions | $16,906 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS INC Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $8,480 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $1,516 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 55 PO BOX 9500 · SPRINGFIELD, MA 011029500 | 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,320 | $85,515-6.1% | $112,040-28.3% | $67,986+18.1% |
| Participation rate | 60.6% | 68.2%-7.7pp | 76.5%-15.9pp | 57.2%+3.4pp |
| Annual return | 14.31% | 29.68%-15.4pp | 24.52%-10.2pp | 31.67%-17.4pp |
| Employer contribution / active EE | $1,249 | $2,191-43.0% | $2,954-57.7% | $2,019-38.1% |
| Participant deferral / active EE | $3,911 | $4,014-2.6% | $5,098-23.3% | $3,358+16.5% |
| Admin fee / account holder | $348 | $3,774-90.8% | $12,098-97.1% | $3,203-89.1% |