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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,692 |
Filed as: PRINCIPAL SECURITIES INC Service code 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $23,210 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN Service code 99 1098 WOODWARD AVE · DETROIT, MI 48226 | Other Fees | $11,590 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $4,673 |
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 | $54,274 | $59,402-8.6% | $93,654-42.0% | $74,546-27.2% |
| Participation rate | 49.2% | 59.7%-10.5pp | 68.7%-19.5pp | 67.2%-18.0pp |
| Annual return | 12.96% | 81.86%-68.9pp | 133.34%-120.4pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $412 | $1,265-67.4% | $2,421-83.0% | $2,624-84.3% |
| Participant deferral / active EE | $2,917 | $3,049-4.3% | $4,413-33.9% | $4,347-32.9% |
| Admin fee / account holder | $368 | $3,023-87.8% | $8,282-95.6% | $1,944-81.1% |