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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 | $17,876 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $17,798 |
WEAVER AND TIDWELL, LLP3 years Service code 10 2821 W 7TH ST STE 700 · FORT WORTH, TX 76107 | Accounting | $8,398 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,479 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,116 | $78,607-50.2% | $105,624-63.0% | $74,478-47.5% |
| Participation rate | 53.3% | 72.8%-19.5pp | 75.3%-22.0pp | 67.2%-14.0pp |
| Annual return | 9.76% | 15.96%-6.2pp | 116.20%-106.4pp | 1370.56%-1360.8pp |
| Employer contribution / active EE | $1,143 | $2,523-54.7% | $3,168-63.9% | $2,626-56.5% |
| Participant deferral / active EE | $2,213 | $4,325-48.8% | $5,013-55.9% | $4,350-49.1% |
| Admin fee / account holder | $369 | $2,220-83.4% | $10,961-96.6% | $1,946-81.0% |