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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 21 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Bank Trustee | $33,557 |
ROCKEFELLER FINANCIAL LLC2 years Service code 27 45 ROCKEFELLER PLAZA, FLOOR 5 · NEW YORK, NY 10111 | Advisory (Plan) | $23,912 |
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 | $57,079 | $56,047+1.8% | $98,716-42.2% | $79,634-28.3% |
| Participation rate | 37.6% | 54.6%-17.0pp | 69.3%-31.7pp | 62.5%-24.9pp |
| Annual return | 12.40% | 17.58%-5.2pp | 31.81%-19.4pp | 36.46%-24.1pp |
| Employer contribution / active EE | $637 | $1,237-48.5% | $2,279-72.0% | $2,529-74.8% |
| Participant deferral / active EE | $985 | $2,469-60.1% | $4,048-75.7% | $3,835-74.3% |
| Admin fee / account holder | $426 | $1,512-71.8% | $8,703-95.1% | $1,002-57.5% |