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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 | $156,411 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $110,454 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $68,093 | $83,023-18.0% | $102,437-33.5% | $77,762-12.4% |
| Participation rate | 76.2% | 71.5%+4.7pp | 74.5%+1.7pp | 70.6%+5.7pp |
| Annual return | 8.22% | 19.12%-10.9pp | 24.95%-16.7pp | 31.27%-23.1pp |
| Employer contribution / active EE | $450 | $3,552-87.3% | $3,871-88.4% | $2,728-83.5% |
| Participant deferral / active EE | $5,782 | $4,110+40.7% | $5,060+14.3% | $4,651+24.3% |
| Admin fee / account holder | $461 | $639-27.9% | $8,388-94.5% | $433+6.5% |