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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $373,109 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $85,000 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 500 MAMARONECK AVE STE 301 · HARRISON, NY 10528 | Accounting | $32,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,022 | $50,169+121.3% | $149,740-25.9% | $80,187+38.5% |
| Participation rate | 54.7% | 64.3%-9.6pp | 78.8%-24.1pp | 72.9%-18.3pp |
| Annual return | 13.42% | 29.82%-16.4pp | 134.51%-121.1pp | 40.40%-27.0pp |
| Employer contribution / active EE | $840 | $1,869-55.1% | $4,821-82.6% | $2,980-71.8% |
| Participant deferral / active EE | $3,514 | $3,194+10.0% | $5,683-38.2% | $5,016-29.9% |
| Admin fee / account holder | $354 | $153+131.7% | $13,222-97.3% | $145+144.0% |