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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 | $17,536 |
JOSEPH W. MCCARTHY & ASSOCIATES10+ years Filed as: JOSEPH W. MCCARTHY Service code 10 · EIN 16-1120588 7644 RT 31 WEST · BALDWINSVILLE, NY 13027 | Accounting | $12,966 |
D'ARCANGELO & CO., LLP10+ years Filed as: D'ARCANGELO & CO. LLP Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $10,700 |
KRAKOW & SOURIS3 years Filed as: KRAKOW, SOURIS & LANDRY, LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET 503 · BOSTON, MA 02114 | Legal | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $989,383 | $88,183+1022.0% | $107,187+823.0% | $71,012+1293.3% |
| Participation rate | 13.1% | 67.5%-54.4pp | 75.0%-61.9pp | 58.6%-45.4pp |
| Annual return | 8.12% | 16.47%-8.4pp | 204.55%-196.4pp | 37.67%-29.6pp |
| Employer contribution / active EE | $8,856 | $3,914+126.3% | $3,782+134.1% | $2,348+277.2% |
| Participant deferral / active EE | $8 | $3,079-99.8% | $5,096-99.9% | $3,246-99.8% |
| Admin fee / account holder | $1,998 | $1,430+39.7% | $9,162-78.2% | $1,167+71.2% |