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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 | $40,668 |
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST, N.A. Service code 27 1100 NORTH MARKET ST · WILMINGTON, DE 19801 | Advisory (Plan) | $39,826 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,337 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,201 | $56,047+87.7% | $98,716+6.6% | $79,634+32.1% |
| Participation rate | 42.8% | 54.6%-11.9pp | 69.3%-26.5pp | 62.5%-19.7pp |
| Annual return | 13.24% | 17.58%-4.3pp | 31.81%-18.6pp | 36.46%-23.2pp |
| Employer contribution / active EE | -$51 | $1,237-104.1% | $2,279-102.2% | $2,529-102.0% |
| Participant deferral / active EE | $3,393 | $2,469+37.4% | $4,048-16.2% | $3,835-11.5% |
| Admin fee / account holder | $439 | $1,512-70.9% | $8,703-95.0% | $1,002-56.1% |