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| Provider | Service type | Compensation |
|---|---|---|
TEMPLETON & COMPANY LLP7 years Service code 10 222 LAKEVIEW AVE STE 1200 · WEST PALM BEACH, FL 33401 | Accounting | $24,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,928 |
APW CAPITAL INC7 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $6,162 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,605 |
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.)
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 | $56,515 | $81,262-30.5% | $155,602-63.7% | $80,911-30.2% |
| Participation rate | 46.9% | 66.2%-19.3pp | 78.2%-31.3pp | 67.6%-20.7pp |
| Annual return | 15.80% | 33.34%-17.5pp | 64.81%-49.0pp | 35.63%-19.8pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,382 | $3,451-60.0% | $5,629-75.5% | $4,297-67.8% |
| Admin fee / account holder | $788 | $7,992-90.1% | $15,923-95.1% | $6,935-88.6% |