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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4208 SIX FORKS RD, STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $38,432 |
Filed as: EMPOWER ANNUITY INSURANCE COMP Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,579 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 P.O. BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $24,148 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,860 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,416 | $79,223+21.7% | $102,460-5.9% | $74,478+29.5% |
| Participation rate | 59.3% | 74.8%-15.4pp | 76.5%-17.2pp | 67.2%-7.9pp |
| Annual return | 9.89% | 54.98%-45.1pp | 29.47%-19.6pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $1,537 | $2,363-35.0% | $3,025-49.2% | $2,626-41.5% |
| Participant deferral / active EE | $3,980 | $4,417-9.9% | $5,056-21.3% | $4,350-8.5% |
| Admin fee / account holder | $777 | $2,003-61.2% | $9,460-91.8% | $1,946-60.1% |