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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 | $27,944 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $22,663 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS, INC. Service code 13 · EIN 82-3719843 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $7,473 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,189 |
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.)
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,170 | $41,150+26.8% | $80,627-35.3% | $71,511-27.0% |
| Participation rate | 52.7% | 50.3%+2.5pp | 67.0%-14.3pp | 67.9%-15.2pp |
| Annual return | 13.87% | 38.48%-24.6pp | 936.76%-922.9pp | 28.86%-15.0pp |
| Employer contribution / active EE | $1,854 | $1,515+22.3% | $2,723-31.9% | $2,589-28.4% |
| Participant deferral / active EE | $1,630 | $2,701-39.7% | $4,443-63.3% | $4,291-62.0% |
| Admin fee / account holder | $363 | $1,841-80.3% | $5,381-93.3% | $1,588-77.2% |