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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,294 |
LOMBARD SECURITIES INC4 years Service code 27 1820 LANCASTER ST 2ND FL · BALTIMORE, MD 21231 | Advisory (Plan) | $11,832 |
RKL LLP4 years Filed as: REINSEL KUNTZ LESHER LLP Service code 10 · EIN 23-2108173 1800 FRUITVILLE PIKE · LANCASTER, PA 176048408 | Accounting | $10,140 |
CONRAD SIEGEL4 years Filed as: CONRAD M SIEGEL INC Service code 13 501 CORPORATE CIRCLE PO BOX 5900 · HARRISBURG, PA 171100900 | Contract Administrator | $10,128 |
SRS CAPITAL ADVISORS3 years Service code 27 730 17TH STREET STE 107 · DENVER, CO 80202 | Advisory (Plan) | $4,920 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,766 |
AMERICAN CENTURY5 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-6006315 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK ADVISORS, LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKROCK5 years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,559 | $78,636-0.1% | $105,607-25.6% | $74,459+5.5% |
| Participation rate | 68.5% | 72.8%-4.2pp | 75.3%-6.8pp | 67.2%+1.3pp |
| Annual return | 11.06% | 15.96%-4.9pp | 116.11%-105.0pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $2,292 | $2,523-9.2% | $3,167-27.6% | $2,626-12.7% |
| Participant deferral / active EE | $3,706 | $4,322-14.3% | $5,011-26.1% | $4,350-14.8% |
| Admin fee / account holder | $726 | $2,220-67.3% | $10,958-93.4% | $1,945-62.7% |