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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPAN Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OR 80111 | Recordkeeping Fees | $32,896 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $26,337 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352,814 | $122,051+189.1% | $184,185+91.6% | $74,400+374.2% |
| Participation rate | 81.9% | 85.5%-3.6pp | 86.8%-4.9pp | 67.2%+14.7pp |
| Annual return | 11.47% | 19.91%-8.4pp | 28.81%-17.3pp | 1367.51%-1356.0pp |
| Employer contribution / active EE | $3,697 | $4,539-18.6% | $6,426-42.5% | $2,624+40.9% |
| Participant deferral / active EE | $4,783 | $7,146-33.1% | $9,132-47.6% | $4,348+10.0% |
| Admin fee / account holder | $602 | $1,258-52.1% | $13,909-95.7% | $1,944-69.0% |