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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,770 |
SAX LLP1 year Service code 10 389 INTERPACE PKWY, STE 3 · PARSIPPANY, NY 07054 | Accounting | $58,000 |
PARK AVENUE SECURITIES LLC7 years Service code 55 · EIN 13-4023176 | Other Commissions | $30,794 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,961 | $91,692-37.9% | $67,561-15.7% | $77,714-26.7% |
| Participation rate | 63.7% | 76.0%-12.4pp | 72.9%-9.2pp | 70.6%-6.9pp |
| Annual return | 10.51% | 14.88%-4.4pp | 3525.44%-3514.9pp | 31.26%-20.8pp |
| Employer contribution / active EE | $1,893 | $3,188-40.6% | $2,735-30.8% | $2,727-30.6% |
| Participant deferral / active EE | $0 | $3,912-100.0% | $4,003-100.0% | $4,649-100.0% |
| Admin fee / account holder | $403 | $245+64.9% | $4,006-89.9% | $433-6.9% |