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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,410 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $33,125 |
Filed as: PLAN ADMINISTRATION & CONSULTINGLLC Service code 13 · EIN 01-0690018 1661 AARON BRENNER DRIVE · MEMPHIS, TN 38120 | Contract Administrator | $25,694 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,767 |
WATKINS UIBERALL, PLLC5 years Service code 10 · EIN 62-1804252 1661 AARON BRENNER DRIVE · MEMPHIS, TN 38120 | Accounting | $7,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,603 | $45,109+36.6% | $85,240-27.7% | $77,762-20.8% |
| Participation rate | 49.1% | 48.7%+0.5pp | 67.5%-18.4pp | 70.6%-21.5pp |
| Annual return | 13.24% | 79.55%-66.3pp | 66.75%-53.5pp | 31.27%-18.0pp |
| Employer contribution / active EE | $1,329 | $1,602-17.0% | $2,735-51.4% | $2,728-51.3% |
| Participant deferral / active EE | $2,918 | $2,814+3.7% | $4,527-35.6% | $4,651-37.3% |
| Admin fee / account holder | $388 | $915-57.6% | $6,165-93.7% | $433-10.3% |