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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,475 |
Service code 27 PO BOX 35142 LB 1035 · SEATTLE, WA 981245142 | Advisory (Plan) | $20,896 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,764 | $69,511-42.8% | $94,672-58.0% | $71,529-44.4% |
| Participation rate | 68.0% | 78.4%-10.5pp | 80.8%-12.9pp | 67.9%0pp |
| Annual return | 19.23% | 29.67%-10.4pp | 156.89%-137.7pp | 28.97%-9.7pp |
| Employer contribution / active EE | $1,855 | $2,853-35.0% | $3,673-49.5% | $2,590-28.4% |
| Participant deferral / active EE | $7,954 | $7,348+8.2% | $7,417+7.2% | $4,291+85.3% |
| Admin fee / account holder | $411 | $1,211-66.1% | $7,222-94.3% | $1,588-74.1% |