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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 | $25,505 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 | Other Commissions | $11,392 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS INC Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $10,979 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $1,164 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,119 | $76,112-9.2% | $96,534-28.4% | $71,511-3.3% |
| Participation rate | 61.6% | 74.4%-12.8pp | 76.0%-14.4pp | 67.9%-6.3pp |
| Annual return | 12.41% | 22.81%-10.4pp | 25.88%-13.5pp | 28.86%-16.4pp |
| Employer contribution / active EE | $1,239 | $2,248-44.9% | $2,965-58.2% | $2,589-52.2% |
| Participant deferral / active EE | $3,371 | $4,217-20.1% | $4,851-30.5% | $4,291-21.4% |
| Admin fee / account holder | $328 | $2,708-87.9% | $8,253-96.0% | $1,588-79.4% |