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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,531 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $19,238 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,987 |
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 | $55,890 | $77,164-27.6% | $178,014-68.6% | $80,874-30.9% |
| Participation rate | 91.4% | 65.7%+25.6pp | 77.1%+14.3pp | 67.6%+23.7pp |
| Annual return | 16.69% | 18.09%-1.4pp | 294.80%-278.1pp | 35.62%-18.9pp |
| Employer contribution / active EE | $5,970 | $2,288+161.0% | $3,950+51.1% | $2,756+116.6% |
| Participant deferral / active EE | $11,875 | $4,408+169.4% | $6,276+89.2% | $4,297+176.4% |
| Admin fee / account holder | $502 | $7,164-93.0% | $10,362-95.2% | $6,935-92.8% |