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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 | $30,068 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 | Other Commissions | $14,652 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS INC Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $7,704 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $1,394 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,028 | $79,223-10.3% | $102,460-30.7% | $74,478-4.6% |
| Participation rate | 58.6% | 74.8%-16.1pp | 76.5%-17.9pp | 67.2%-8.6pp |
| Annual return | 10.69% | 54.98%-44.3pp | 29.47%-18.8pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $1,202 | $2,363-49.2% | $3,025-60.3% | $2,626-54.2% |
| Participant deferral / active EE | $3,477 | $4,417-21.3% | $5,056-31.2% | $4,350-20.1% |
| Admin fee / account holder | $303 | $2,003-84.9% | $9,460-96.8% | $1,946-84.5% |