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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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,856 | $49,796+58.4% | $136,867-42.4% | $69,255+13.9% |
| Participation rate | 23.9% | 62.1%-38.2pp | 74.5%-50.7pp | 69.0%-45.1pp |
| Annual return | 11.04% | 12.45%-1.4pp | 42.97%-31.9pp | 26.73%-15.7pp |
| Employer contribution / active EE | $709 | $2,044-65.3% | $3,547-80.0% | $2,645-73.2% |
| Participant deferral / active EE | $1,202 | $2,062-41.7% | $4,924-75.6% | $2,890-58.4% |
| Admin fee / account holder | $312 | $484-35.5% | $10,340-97.0% | $733-57.4% |