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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 | $33,886 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 27 120 VANTIS · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $16,750 |
LAUREL WEALTH ADVISORS1 year Filed as: LAUREL LAKE RETIREMENT COMMUNITY IN Service code 99 200 LAUREL LAKE DR · HUDSON, OH 44236 | Other Fees | $16,480 |
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 | $44,492 | $55,437-19.7% | $155,534-71.4% | $74,459-40.2% |
| Participation rate | 36.1% | 61.9%-25.8pp | 78.2%-42.1pp | 67.2%-31.1pp |
| Annual return | 10.95% | 269.58%-258.6pp | 64.92%-54.0pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $540 | $2,266-76.2% | $4,675-88.5% | $2,626-79.4% |
| Participant deferral / active EE | $1,400 | $2,837-50.7% | $5,630-75.1% | $4,350-67.8% |
| Admin fee / account holder | $487 | $1,742-72.1% | $15,900-96.9% | $1,945-75.0% |