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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 | $33,860 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $29,473 |
TRINITY PENSION CONSULTANTS2 years Service code 13 202 MONTROSE WEST AVE. STE 310 · AKRON, OH 44321 | Contract Administrator | $6,230 |
Filed as: GWFS EQUITIES INC. Service code 59 8515 EAST ORACHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $106,040 | $79,181+33.9% | $102,423+3.5% | $74,429+42.5% |
| Participation rate | 69.6% | 74.8%-5.1pp | 76.5%-6.9pp | 67.2%+2.4pp |
| Annual return | 12.34% | 54.97%-42.6pp | 29.42%-17.1pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $3,552 | $2,362+50.4% | $3,023+17.5% | $2,625+35.3% |
| Participant deferral / active EE | $8,308 | $4,416+88.1% | $5,054+64.4% | $4,348+91.1% |
| Admin fee / account holder | $636 | $2,002-68.2% | $9,455-93.3% | $1,944-67.3% |