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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,645 |
Filed as: STONE HILL FIDUCIARY MANAGEMENT, LL Service code 27 1010 NORTHERN BLVD STE 308 · GREAT NECK, NY 11021 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $973 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,510 | $79,169-28.6% | $100,415-43.7% | $74,478-24.1% |
| Participation rate | 95.7% | 79.4%+16.3pp | 81.5%+14.2pp | 67.2%+28.5pp |
| Annual return | 12.03% | 20.51%-8.5pp | 49.47%-37.4pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $1,383 | $3,017-54.2% | $3,943-64.9% | $2,626-47.3% |
| Participant deferral / active EE | $4,079 | $7,751-47.4% | $8,091-49.6% | $4,350-6.2% |
| Admin fee / account holder | $376 | $1,337-71.9% | $7,906-95.2% | $1,946-80.7% |