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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 | $197,112 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,611 |
Filed as: BARNES, DENNIG AND CO. LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $13,500 |
Filed as: PCA INVESTMENT ADVISORY SERVICES IN Service code 27 2133 LURAY AVE · CINCINNATI, OH 45206 | Advisory (Plan) | $11,625 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,785,446 | $136,266+12952.0% | $90,756+19496.9% | $77,906+22729.3% |
| Participation rate | 0.0% | 86.6%-86.6pp | 75.7%-75.7pp | 73.7%-73.7pp |
| Annual return | -16.44% | -11.32%-5.1pp | -12.16%-4.3pp | 12.16%-28.6pp |
| Employer contribution / active EE | $1,596 | $4,215-62.1% | $2,922-45.4% | $2,846-43.9% |
| Participant deferral / active EE | $3,362 | $6,353-47.1% | $4,565-26.3% | $4,805-30.0% |
| Admin fee / account holder | $119,424 | $399+29851.5% | $8,445+1314.1% | $133+89979.6% |