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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 | $24,984 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $17,404 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,234 |
ASCENSUS LLC1 year Filed as: FUTURE PLAN BY ASCENSUS-BPC Service code 13 | Contract Administrator | $1,542 |
ASCENSUS LLC2+ years Filed as: FUTUREPLAN BY ASCENSUS - BPC Service code 13 PO BOX 56018 · BOSTON, MA 02205 | Contract Administrator | $475 |
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.)
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 | $69,292 | $130,294-46.8% | $170,028-59.2% | $71,495-3.1% |
| Participation rate | 47.7% | 86.2%-38.5pp | 87.0%-39.3pp | 67.9%-20.3pp |
| Annual return | 25.17% | 20.36%+4.8pp | 53.39%-28.2pp | 28.85%-3.7pp |
| Employer contribution / active EE | $2,885 | $4,385-34.2% | $6,788-57.5% | $2,589+11.4% |
| Participant deferral / active EE | $10,223 | $6,928+47.6% | $10,409-1.8% | $4,291+138.3% |
| Admin fee / account holder | $492 | $966-49.1% | $12,820-96.2% | $1,588-69.0% |