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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 | $41,184 |
R-TECH CONSULTANTS, INC.7 years Filed as: R-TECH ADVISORS, INC. Service code 27 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Advisory (Plan) | $38,257 |
R-TECH CONSULTANTS, INC.7 years Service code 13 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Contract Administrator | $25,895 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,574 |
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 | $56,955 | $48,432+17.6% | $121,204-53.0% | $71,511-20.4% |
| Participation rate | 65.2% | 54.3%+10.9pp | 69.5%-4.3pp | 67.9%-2.7pp |
| Annual return | 17.30% | 23.28%-6.0pp | 987.18%-969.9pp | 28.86%-11.6pp |
| Employer contribution / active EE | $4,077 | $1,493+173.1% | $4,170-2.2% | $2,589+57.5% |
| Participant deferral / active EE | $7,949 | $2,756+188.4% | $4,083+94.7% | $4,291+85.3% |
| Admin fee / account holder | $377 | $1,845-79.6% | $5,651-93.3% | $1,588-76.3% |