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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4860 COLLEGE BLVD SUITE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $88,444 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,410 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,932 |
Service code 13 P. O. BOX 2549 · NORTHBROOK, IL 600652549 | Contract Administrator | $10,000 |
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.)
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 | $78,719 | $47,766+64.8% | $82,706-4.8% | $64,814+21.5% |
| Participation rate | 43.3% | 67.7%-24.4pp | 72.6%-29.3pp | 71.5%-28.2pp |
| Annual return | -14.43% | -13.06%-1.4pp | 701.76%-716.2pp | 32.84%-47.3pp |
| Employer contribution / active EE | $0 | $2,182-100.0% | $3,007-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $5,458 | $3,332+63.8% | $4,394+24.2% | $4,310+26.6% |
| Admin fee / account holder | $407 | $143+184.5% | $5,329-92.4% | $188+116.6% |