Filed January 30, 2025 (most recent of 2 filings on file)
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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 | $213,673 |
NFP RETIREMENT INC4 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $105,114 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,335 | $88,890+18.5% | $102,423+2.8% | $77,643+35.7% |
| Participation rate | 97.4% | 80.9%+16.4pp | 76.5%+20.9pp | 70.6%+26.8pp |
| Annual return | 20.99% | 24.98%-4.0pp | 29.32%-8.3pp | 31.24%-10.2pp |
| Employer contribution / active EE | $3,845 | $2,698+42.5% | $3,023+27.2% | $2,726+41.0% |
| Participant deferral / active EE | $4,911 | $5,145-4.5% | $5,053-2.8% | $4,647+5.7% |
| Admin fee / account holder | $459 | $235+94.8% | $9,451-95.1% | $430+6.6% |