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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 | $32,765 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,541 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,004 | $79,184-1.5% | $102,438-23.9% | $74,546+4.6% |
| Participation rate | 87.1% | 74.8%+12.3pp | 76.5%+10.6pp | 67.2%+19.9pp |
| Annual return | 10.58% | 54.95%-44.4pp | 29.37%-18.8pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $3,238 | $2,362+37.1% | $3,024+7.1% | $2,624+23.4% |
| Participant deferral / active EE | $6,439 | $4,414+45.9% | $5,054+27.4% | $4,347+48.1% |
| Admin fee / account holder | $635 | $2,001-68.3% | $9,448-93.3% | $1,944-67.3% |