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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANC CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,376 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $14,270 |
Filed as: CHRISTENSEN GROUP FINANCIAL Service code 27 9855 W 78TH STREET SUITE 100 · EDEN PRAIRIE, MA 55344 | Advisory (Plan) | $13,342 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC. DBA FUTUREPL Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $11,055 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,500 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,507 | $46,332-1.8% | $143,799-68.4% | $64,819-29.8% |
| Participation rate | 33.2% | 64.2%-31.0pp | 80.3%-47.1pp | 71.5%-38.2pp |
| Annual return | -16.63% | -10.05%-6.6pp | -0.04%-16.6pp | 32.84%-49.5pp |
| Employer contribution / active EE | $772 | $1,911-59.6% | $4,952-84.4% | $2,507-69.2% |
| Participant deferral / active EE | $1,282 | $2,647-51.6% | $5,638-77.3% | $4,311-70.3% |
| Admin fee / account holder | $317 | $154+106.2% | $14,677-97.8% | $188+68.9% |