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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 | $14,764 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $12,909 |
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $12,274 |
RSM US LLP4 years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $6,700 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,153 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,189 | $72,639-32.3% | $90,766-45.8% | $66,949-26.5% |
| Participation rate | 51.1% | 73.7%-22.5pp | 75.7%-24.6pp | 69.8%-18.7pp |
| Annual return | -16.13% | -12.28%-3.8pp | -12.16%-4.0pp | 1.57%-17.7pp |
| Employer contribution / active EE | $847 | $2,369-64.3% | $2,922-71.0% | $2,545-66.7% |
| Participant deferral / active EE | $2,611 | $3,979-34.4% | $4,565-42.8% | $4,239-38.4% |
| Admin fee / account holder | $536 | $708-24.2% | $8,446-93.7% | $594-9.7% |