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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $5,910 |
CW ASSOCIATES9+ years Filed as: P.K.Y. ASSOCIATES Service code 13 · EIN 16-1418035 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,686 | $54,701-43.9% | $86,188-64.4% | $71,457-57.1% |
| Participation rate | 7.8% | 60.1%-52.3pp | 69.0%-61.1pp | 67.9%-60.1pp |
| Annual return | 8.05% | 20.06%-12.0pp | 1168.45%-1160.4pp | 28.85%-20.8pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $327 | $3,108-89.5% | $3,985-91.8% | $4,289-92.4% |
| Admin fee / account holder | $5,802 | $1,922+201.9% | $6,852-15.3% | $1,587+265.5% |