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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $113,058 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $6,104 |
WHITTLESEY PC2 years Filed as: WHITTLESEY, PA Service code 10 · EIN 06-0903326 | Accounting | $399 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 71 · EIN 84-0467907 | Brokerage Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,313 | $47,766+32.5% | $82,706-23.4% | $64,814-2.3% |
| Participation rate | 40.0% | 67.7%-27.7pp | 72.6%-32.6pp | 71.5%-31.5pp |
| Annual return | -15.73% | -13.06%-2.7pp | 701.76%-717.5pp | 32.84%-48.6pp |
| Employer contribution / active EE | $333 | $2,182-84.8% | $3,007-88.9% | $2,507-86.7% |
| Participant deferral / active EE | $2,522 | $3,332-24.3% | $4,394-42.6% | $4,310-41.5% |
| Admin fee / account holder | $323 | $143+126.1% | $5,329-93.9% | $188+72.1% |