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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,755 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $21,116 |
DELAWARE VALLEY RETIREMENT, INC.6+ years Filed as: DELAWARE VALLEY RETIREMENT Service code 13 21 CHESTER PIKE · RIDLEY PARK, PA 19078 | Contract Administrator | $7,899 |
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.
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 | $50,497 | $84,487-40.2% | $125,358-59.7% | $66,923-24.5% |
| Participation rate | 78.0% | 76.4%+1.6pp | 82.4%-4.4pp | 69.8%+8.2pp |
| Annual return | -18.91% | -8.39%-10.5pp | 572.03%-590.9pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,877 | $3,553-47.2% | $4,814-61.0% | $2,545-26.2% |
| Participant deferral / active EE | $3,525 | $6,781-48.0% | $7,447-52.7% | $4,237-16.8% |
| Admin fee / account holder | $303 | $685-55.7% | $10,007-97.0% | $593-48.9% |