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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC10+ years Service code 27 65 MADISON AVE · MORRISTOWN, NJ 07860 | Advisory (Plan) | $23,564 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $10,966 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,608 |
PREMIER RETIREMENT PARTNERS6 years Service code 13 · EIN 83-1239374 8040 EXCELSIOR DRIVE · MADISON, WI 537172919 | Contract Administrator | $2,217 |
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 | $98,170 | $101,499-3.3% | $147,005-33.2% | $74,546+31.7% |
| Participation rate | 42.9% | 75.5%-32.7pp | 82.2%-39.3pp | 67.2%-24.4pp |
| Annual return | 12.43% | 8732.34%-8719.9pp | 418.76%-406.3pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $6,260 | $7,304-14.3% | $8,070-22.4% | $4,347+44.0% |
| Admin fee / account holder | $434 | $1,748-75.2% | $13,006-96.7% | $1,944-77.7% |