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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $80,579 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $32,099 |
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 | $142,782 | $89,067+60.3% | $102,423+39.4% | $77,714+83.7% |
| Participation rate | 76.3% | 80.9%-4.6pp | 76.5%-0.2pp | 70.6%+5.8pp |
| Annual return | 14.00% | 25.01%-11.0pp | 29.42%-15.4pp | 31.26%-17.3pp |
| Employer contribution / active EE | $5,216 | $2,699+93.2% | $3,023+72.6% | $2,727+91.3% |
| Participant deferral / active EE | $8,667 | $5,147+68.4% | $5,054+71.5% | $4,649+86.4% |
| Admin fee / account holder | $334 | $236+41.8% | $9,455-96.5% | $433-22.8% |