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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,283 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 | Other Commissions | $28,898 |
DUNCAN ACCOUNTING & TAX SERVICES6+ years Filed as: DUNCAN ACCOUNTING & TAX SERVICES, I Service code 13 · EIN 61-1959547 311 MAIN STREET, SUITE 2 · IRWIN, PA 15642 | Contract Administrator | $9,553 |
DUNCAN ACCOUNTING & TAX SERVICES6+ years Filed as: DUNCAN ACCOUNTING & TAX SERVICES IN Service code 13 | Contract Administrator | $8,463 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 55 · EIN 42-1445429 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,490 | $110,483-57.9% | $145,433-68.0% | $79,634-41.6% |
| Participation rate | 66.5% | 71.1%-4.6pp | 82.1%-15.6pp | 62.5%+4.1pp |
| Annual return | 0.97% | 24.62%-23.6pp | 66.58%-65.6pp | 36.46%-35.5pp |
| Employer contribution / active EE | $1,121 | $4,053-72.3% | $4,554-75.4% | $2,529-55.7% |
| Participant deferral / active EE | $3,293 | $7,216-54.4% | $7,897-58.3% | $3,835-14.1% |
| Admin fee / account holder | $319 | $680-53.1% | $13,129-97.6% | $1,002-68.2% |