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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,132 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $71,349 |
ACTUARIAL BENEFITS CORP7 years Service code 13 2790 SKYPARK DR SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $68,706 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $50,719 |
MARCUM LLP1 year Service code 10 155 S MAIN ST STE 100 · PROVIDENCE, RI 02903 | Accounting | $19,158 |
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.
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 | $78,287 | $56,638+38.2% | $169,397-53.8% | $74,473+5.1% |
| Participation rate | 56.9% | 67.5%-10.6pp | 77.2%-20.3pp | 70.7%-13.9pp |
| Annual return | 13.98% | 24.75%-10.8pp | 406.23%-392.3pp | 34.36%-20.4pp |
| Employer contribution / active EE | $1,451 | $2,027-28.4% | $4,013-63.9% | $2,638-45.0% |
| Participant deferral / active EE | $4,215 | $4,223-0.2% | $6,223-32.3% | $4,530-7.0% |
| Admin fee / account holder | $319 | $307+4.0% | $9,017-96.5% | $347-8.1% |