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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $82,988 |
EQUITABLE ADVISORS LLC1 year Service code 53 · EIN 13-4071393 | Insurance Commissions | $32,720 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,538 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE NETWORK LLC Service code 55 2550 INTERSTATE DR STE 250 · HARRISBURG, PA 17110 | Other Commissions | $6,249 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,921 | $84,487-43.3% | $125,339-61.8% | $66,914-28.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 95.71% | -8.39%+104.1pp | 572.05%-476.3pp | 1.58%+94.1pp |
| Employer contribution / active EE | $3,451 | $3,553-2.9% | $4,814-28.3% | $2,544+35.6% |
| Participant deferral / active EE | $5,487 | $6,781-19.1% | $7,446-26.3% | $4,237+29.5% |
| Admin fee / account holder | $304 | $685-55.6% | $10,010-97.0% | $593-48.7% |