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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,355 |
BDO USA, LLP1 year Service code 99 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Other Fees | $27,008 |
THE BENEFIT PRACTICE7 years Service code 13 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06905 | Contract Administrator | $17,701 |
NYLINK INSURANCE AGENCY INC7 years Service code 55 51 MADISON AVE · NEW YORK, NY 10010 | Other Commissions | $13,535 |
EMPLOYER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80011 | Investment Management | $2,594 |
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.
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 | $26,315 | $29,546-10.9% | $56,441-53.4% | $77,671-66.1% |
| Participation rate | 13.9% | 32.7%-18.7pp | 52.5%-38.6pp | 70.6%-56.6pp |
| Annual return | -9.35% | 19.01%-28.4pp | 1704.21%-1713.6pp | 31.21%-40.6pp |
| Employer contribution / active EE | $337 | $568-40.6% | $1,039-67.5% | $2,726-87.6% |
| Participant deferral / active EE | $616 | $1,061-41.9% | $1,953-68.5% | $4,648-86.7% |
| Admin fee / account holder | $747 | $1,046-28.6% | $2,829-73.6% | $430+73.5% |