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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 | $44,263 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $25,000 |
ASCENSUS LLC3 years Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $1,677 |
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $500 |
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.
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 | $78,856 | $51,878+52.0% | $68,368+15.3% | $79,634-1.0% |
| Participation rate | 23.9% | 53.7%-29.8pp | 73.8%-49.9pp | 62.5%-38.6pp |
| Annual return | 11.03% | 137.43%-126.4pp | 292.57%-281.5pp | 36.46%-25.4pp |
| Employer contribution / active EE | $709 | $1,931-63.3% | $2,649-73.3% | $2,529-72.0% |
| Participant deferral / active EE | $1,202 | $2,577-53.4% | $4,123-70.9% | $3,835-68.7% |
| Admin fee / account holder | $322 | $942-65.8% | $5,150-93.7% | $1,002-67.9% |