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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 | $135,979 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE NETWORK LLC Service code 55 2550 INTERSTATE DR · HARRISBURG, PA 17110 | Other Commissions | $49,912 |
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 | $53,572 | $91,439-41.4% | $135,974-60.6% | $71,511-25.1% |
| Participation rate | 89.7% | 75.7%+14.1pp | 81.9%+7.8pp | 67.9%+21.8pp |
| Annual return | 12.64% | 29.90%-17.3pp | 68.30%-55.7pp | 28.86%-16.2pp |
| Employer contribution / active EE | $2,677 | $3,705-27.7% | $4,859-44.9% | $2,589+3.4% |
| Participant deferral / active EE | $6,662 | $7,093-6.1% | $7,760-14.1% | $4,291+55.3% |
| Admin fee / account holder | $406 | $1,267-68.0% | $10,767-96.2% | $1,588-74.4% |