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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHID ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $133,155 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE NETWORK LLC Service code 55 2550 INTERSTATE DR · HARRISBURG, PA 17110 | Other Commissions | $64,904 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,137 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,782 | $101,539-46.0% | $147,041-62.7% | $74,400-26.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.94% | 8740.84%-8724.9pp | 419.21%-403.3pp | 1367.51%-1351.6pp |
| Employer contribution / active EE | $6,138 | $3,811+61.1% | $4,935+24.4% | $2,624+133.9% |
| Participant deferral / active EE | $7,064 | $7,304-3.3% | $8,071-12.5% | $4,348+62.4% |
| Admin fee / account holder | $382 | $1,749-78.2% | $13,006-97.1% | $1,944-80.4% |