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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $229,107 |
NFP RETIREMENT INC3 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $105,069 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,249 | $99,168-25.1% | $96,576-23.1% | $74,440-0.3% |
| Participation rate | 96.8% | 80.7%+16.2pp | 76.0%+20.9pp | 70.7%+26.1pp |
| Annual return | 15.83% | 22.40%-6.6pp | 25.87%-10.0pp | 34.37%-18.5pp |
| Employer contribution / active EE | $3,773 | $2,570+46.8% | $2,965+27.2% | $2,638+43.0% |
| Participant deferral / active EE | $4,841 | $4,936-1.9% | $4,851-0.2% | $4,529+6.9% |
| Admin fee / account holder | $410 | $225+82.4% | $8,253-95.0% | $348+17.9% |