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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,224 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,034 |
BDO USA, LLP2 years Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $26,000 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $17,009 |
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 | $224,696 | $80,705+178.4% | $115,768+94.1% | $67,986+230.5% |
| Participation rate | 90.6% | 63.0%+27.6pp | 74.4%+16.2pp | 57.2%+33.4pp |
| Annual return | 12.27% | 18.49%-6.2pp | 100.46%-88.2pp | 31.67%-19.4pp |
| Employer contribution / active EE | $5,424 | $2,046+165.1% | $2,940+84.5% | $2,019+168.7% |
| Participant deferral / active EE | $9,292 | $3,559+161.1% | $4,917+89.0% | $3,358+176.7% |
| Admin fee / account holder | $551 | $4,135-86.7% | $12,439-95.6% | $3,203-82.8% |