Filed September 14, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $119,433 |
NFP RETIREMENT INC4 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $77,258 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,856 | $89,435+13.9% | $164,975-38.3% | $77,714+31.1% |
| Participation rate | 92.9% | 78.6%+14.3pp | 78.6%+14.3pp | 70.6%+22.3pp |
| Annual return | 16.01% | 28.82%-12.8pp | 70.12%-54.1pp | 31.26%-15.2pp |
| Employer contribution / active EE | $4,597 | $2,563+79.4% | $4,343+5.9% | $2,727+68.6% |
| Participant deferral / active EE | $9,520 | $4,901+94.2% | $6,033+57.8% | $4,649+104.8% |
| Admin fee / account holder | $523 | $340+54.0% | $12,688-95.9% | $433+20.7% |