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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE AND ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,520 |
GATE CITY ADMINISTRATION LLC5 years Service code 13 328 E MARKET ST · GREENSBORO, NC 27401 | Contract Administrator | $15,287 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,589 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,754 | $51,223-16.5% | $82,763-48.3% | $66,949-36.1% |
| Participation rate | 36.6% | 67.9%-31.3pp | 72.6%-35.9pp | 69.8%-33.2pp |
| Annual return | -17.62% | -9.85%-7.8pp | 702.45%-720.1pp | 1.57%-19.2pp |
| Employer contribution / active EE | $984 | $2,611-62.3% | $3,008-67.3% | $2,545-61.3% |
| Participant deferral / active EE | $1,795 | $3,460-48.1% | $4,395-59.1% | $4,239-57.6% |
| Admin fee / account holder | $758 | $415+82.3% | $5,325-85.8% | $594+27.6% |