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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 | $14,498 |
COHEN & COMPANY1 year Service code 10 3500 EMBASSY PKWY · AKRON, OH 44333 | Accounting | $6,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,182 | $72,620+32.4% | $90,760+6.0% | $66,938+43.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -12.55% | -12.28%-0.3pp | -12.16%-0.4pp | 1.58%-14.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,263 | $3,979-18.0% | $4,565-28.5% | $4,238-23.0% |
| Admin fee / account holder | $484 | $707-31.5% | $8,444-94.3% | $594-18.4% |