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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 |
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).
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 | $82,972-17.9% | $103,374-34.1% | $77,671-12.3% |
| Participation rate | 76.2% | 71.5%+4.7pp | 74.5%+1.7pp | 70.6%+5.7pp |
| Annual return | 9.97% | 19.14%-9.2pp | 24.89%-14.9pp | 31.21%-21.2pp |
| Employer contribution / active EE | $866 | $3,554-75.6% | $3,869-77.6% | $2,726-68.2% |
| Participant deferral / active EE | $5,782 | $4,108+40.7% | $5,058+14.3% | $4,648+24.4% |
| Admin fee / account holder | $508 | $639-20.4% | $8,394-93.9% | $430+18.1% |