Filed September 14, 2022
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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 | $77,881 |
NFP RETIREMENT INC3 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $53,523 |
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 | $83,649 | $91,372-8.5% | $130,014-35.7% | $74,434+12.4% |
| Participation rate | 94.5% | 77.8%+16.8pp | 78.5%+16.1pp | 70.7%+23.8pp |
| Annual return | 18.21% | 23.21%-5.0pp | -137.22%+155.4pp | 34.37%-16.2pp |
| Employer contribution / active EE | $4,888 | $2,563+90.7% | $4,320+13.1% | $2,638+85.3% |
| Participant deferral / active EE | $9,905 | $4,721+109.8% | $5,821+70.2% | $4,529+118.7% |
| Admin fee / account holder | $314 | $283+10.7% | $10,616-97.0% | $348-9.9% |