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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,597 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,583 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Contract Administrator | $15,840 |
Filed as: EMPOWER FINANCIAL SERVICES Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Shareholder servicing fees; Other inv... | $13,727 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $328,092 | $55,470+491.5% | $155,556+110.9% | $74,478+340.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.21% | 269.80%-256.6pp | 64.84%-51.6pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $17,010 | $2,267+650.4% | $4,675+263.8% | $2,626+547.7% |
| Participant deferral / active EE | $11,135 | $2,838+292.4% | $5,631+97.8% | $4,350+156.0% |
| Admin fee / account holder | $349 | $1,744-80.0% | $15,885-97.8% | $1,946-82.1% |