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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $50,000 |
GRAY HUNTER STENN LLP8+ years Service code 10 1200 HARGER RD STE 521 · OAK BROOK, IL 60523 | Accounting | $7,486 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,671 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,226 | $65,453+54.7% | $86,691+16.8% | $66,930+51.2% |
| Participation rate | 60.4% | 75.5%-15.1pp | 76.6%-16.2pp | 69.8%-9.4pp |
| Annual return | -16.80% | -10.89%-5.9pp | 35.94%-52.7pp | 1.57%-18.4pp |
| Employer contribution / active EE | $1,732 | $2,154-19.6% | $2,837-39.0% | $2,545-32.0% |
| Participant deferral / active EE | $3,701 | $4,102-9.8% | $4,656-20.5% | $4,238-12.7% |
| Admin fee / account holder | $470 | $642-26.7% | $7,492-93.7% | $593-20.7% |