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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 | Recordkeeping Fees | $26,996 |
KIRKLAND & ELLIS LLP2 years Filed as: KIRKLAND SHARED SERVICES Service code 25 | Directed Trustee | $17,169 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 | Investment Management | $7,898 |
HUNNEX AND SHOEMAKER, INC.4 years Filed as: HUNNEX & SHOEMAKER Service code 13 | Contract Administrator | $1,925 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 | Other Commissions | $0 |
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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,992 | $82,674-20.2% | $125,381-47.4% | $68,486-3.6% |
| Participation rate | 63.0% | 75.1%-12.0pp | 82.4%-19.3pp | 67.9%-4.8pp |
| Annual return | -17.67% | -5.97%-11.7pp | 572.31%-590.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,417 | $3,382-58.1% | $4,815-70.6% | $2,597-45.4% |
| Participant deferral / active EE | $8,163 | $6,111+33.6% | $7,448+9.6% | $4,028+102.7% |
| Admin fee / account holder | $732 | $6,277-88.3% | $10,007-92.7% | $5,404-86.5% |