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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 | $19,968 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $17,089 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,989 |
NATIONAL BENEFIT SERVICES, LLC2+ years Service code 13 430 W 7TH ST STE 219494 · KANSAS CITY, MO 641051407 | Contract Administrator | $4,250 |
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.)
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 | $41,272 | $92,186-55.2% | $105,624-60.9% | $77,762-46.9% |
| Participation rate | 39.1% | 81.0%-41.9pp | 75.3%-36.1pp | 70.6%-31.5pp |
| Annual return | 14.88% | 17.83%-3.0pp | 116.20%-101.3pp | 31.27%-16.4pp |
| Employer contribution / active EE | $2,257 | $3,376-33.1% | $3,168-28.8% | $2,728-17.3% |
| Participant deferral / active EE | $2,925 | $5,395-45.8% | $5,013-41.6% | $4,651-37.1% |
| Admin fee / account holder | $311 | $219+41.8% | $10,961-97.2% | $433-28.3% |