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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 | $25,974 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,260 |
MONARCH PLAN ADVISORS4 years Filed as: MONARCH CORPORATE ADVISORS Service code 27 40 W EASY ST STE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $18,562 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $8,457 |
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 | $34,613 | $50,902-32.0% | $155,534-77.7% | $77,736-55.5% |
| Participation rate | 59.9% | 63.1%-3.2pp | 78.2%-18.3pp | 70.6%-10.7pp |
| Annual return | 9.93% | 34.85%-24.9pp | 64.92%-55.0pp | 31.26%-21.3pp |
| Employer contribution / active EE | $731 | $1,991-63.3% | $4,675-84.4% | $2,728-73.2% |
| Participant deferral / active EE | $2,094 | $2,824-25.9% | $5,630-62.8% | $4,651-55.0% |
| Admin fee / account holder | $311 | $437-28.9% | $15,900-98.0% | $433-28.3% |