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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 | $44,206+78.4% | $94,057-16.2% | $64,728+21.8% |
| Participation rate | 23.9% | 51.0%-27.1pp | 73.3%-49.5pp | 57.9%-34.0pp |
| Annual return | 11.04% | 259.42%-248.4pp | 480.62%-469.6pp | 49.38%-38.3pp |
| Employer contribution / active EE | $709 | $1,635-56.7% | $2,933-75.8% | $2,243-68.4% |
| Participant deferral / active EE | $1,202 | $1,902-36.8% | $4,709-74.5% | $2,729-56.0% |
| Admin fee / account holder | $312 | $1,230-74.6% | $7,244-95.7% | $1,145-72.7% |