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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,166 |
Service code 27 9855 W 78TH ST SUITE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $28,441 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,660 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC. DBA FUTUREPL Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $8,105 |
Filed as: EMPOWER ANNUITY INC CO OF AMERICA Service code 99 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Other Fees | $216 |
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 | $49,691 | $47,135+5.4% | $149,717-66.8% | $74,440-33.2% |
| Participation rate | 23.6% | 63.4%-39.8pp | 78.8%-55.1pp | 70.7%-47.1pp |
| Annual return | 15.61% | 22.75%-7.1pp | 134.41%-118.8pp | 34.37%-18.8pp |
| Employer contribution / active EE | $558 | $1,906-70.7% | $4,820-88.4% | $2,638-78.8% |
| Participant deferral / active EE | $915 | $2,728-66.5% | $5,682-83.9% | $4,529-79.8% |
| Admin fee / account holder | $308 | $343-10.1% | $13,213-97.7% | $348-11.4% |