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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 | $71,521 |
APW CAPITAL INC7 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $36,418 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,856 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,168 | $73,459+29.6% | $178,528-46.7% | $74,429+27.9% |
| Participation rate | 84.5% | 66.5%+17.9pp | 77.1%+7.4pp | 67.2%+17.3pp |
| Annual return | 10.72% | 17.50%-6.8pp | 27.11%-16.4pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $1,454 | $2,219-34.5% | $3,950-63.2% | $2,625-44.6% |
| Participant deferral / active EE | $4,993 | $4,515+10.6% | $6,278-20.5% | $4,348+14.8% |
| Admin fee / account holder | $437 | $1,812-75.9% | $10,419-95.8% | $1,944-77.5% |