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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 62 · EIN 84-0467907 | Float revenue; Recordkeeping fees | $44,913 |
Filed as: MAYER HOFFMAN MCCANN CPAS Service code 10 · EIN 43-1947695 | Accounting | $453 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $552,533 | $82,664+568.4% | $125,339+340.8% | $68,494+706.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.45% | -5.97%-6.5pp | 572.05%-584.5pp | -7.84%-4.6pp |
| Employer contribution / active EE | $21,822 | $3,381+545.4% | $4,814+353.3% | $2,596+740.5% |
| Participant deferral / active EE | $14,803 | $6,110+142.3% | $7,446+98.8% | $4,027+267.6% |
| Admin fee / account holder | $698 | $6,275-88.9% | $10,010-93.0% | $5,403-87.1% |