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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 P. O. BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $119,076 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,148 |
CRAY KAISER LTD1 year Service code 10 1901 S MEYERS ROAD · OAKBROOK TERRACE, IL 60181 | Accounting | $13,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,394 |
Service code 13 P. O. BOX 2549 · NORTHBROOK, IL 600652549 | Contract Administrator | $5,000 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 13 30 N LASALLE STREET · CHICAGO, IL 60602 | Contract Administrator | $5,000 |
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 | $104,317 | $65,960+58.2% | $81,844+27.5% | $77,736+34.2% |
| Participation rate | 40.3% | 65.8%-25.5pp | 72.4%-32.1pp | 70.6%-30.3pp |
| Annual return | 11.69% | 26.64%-15.0pp | 778.87%-767.2pp | 31.26%-19.6pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $6,059 | $3,505+72.9% | $4,323+40.1% | $4,651+30.3% |
| Admin fee / account holder | $525 | $526-0.3% | $7,355-92.9% | $433+21.1% |