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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 | $48,628 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $36,765 |
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.)
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 | $66,985 | $106,230-36.9% | $147,080-54.5% | $77,736-13.8% |
| Participation rate | 63.3% | 78.4%-15.1pp | 82.2%-18.9pp | 70.6%-7.3pp |
| Annual return | 19.77% | 56.91%-37.1pp | 420.17%-400.4pp | 31.26%-11.5pp |
| Employer contribution / active EE | $2,298 | $4,072-43.6% | $4,933-53.4% | $2,728-15.8% |
| Participant deferral / active EE | $8,344 | $8,001+4.3% | $8,066+3.4% | $4,651+79.4% |
| Admin fee / account holder | $302 | $338-10.8% | $12,989-97.7% | $433-30.4% |