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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $42,577 |
COMPENSATION SYSTEMS, INC.2 years Filed as: COMPENSATION SYSTEMS INC. Service code 13 | Contract Administrator | $17,971 |
COMPENSATION SYSTEMS, INC.3 years Filed as: COMPENSATION SYSTEMS, INC Service code 13 · EIN 39-1553836 1909 11TH AVE · MONROE, WI 53566 | Contract Administrator | $10,889 |
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 | $154,030 | $80,332+91.7% | $107,187+43.7% | $64,097+140.3% |
| Participation rate | 98.2% | 54.4%+43.8pp | 75.0%+23.2pp | 55.2%+43.0pp |
| Annual return | 9.71% | 24.26%-14.6pp | 204.55%-194.8pp | 34.64%-24.9pp |
| Employer contribution / active EE | $2,321 | $2,501-7.2% | $3,782-38.6% | $1,891+22.7% |
| Participant deferral / active EE | $7,557 | $3,109+143.1% | $5,096+48.3% | $3,080+145.4% |
| Admin fee / account holder | $355 | $4,314-91.8% | $9,162-96.1% | $3,454-89.7% |