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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $262,684 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,933 | $72,254-3.2% | $86,677-19.3% | $64,808+7.9% |
| Participation rate | 56.8% | 80.4%-23.7pp | 76.6%-19.8pp | 71.5%-14.7pp |
| Annual return | -36.14% | 392.42%-428.6pp | 35.91%-72.1pp | 32.82%-69.0pp |
| Employer contribution / active EE | $2,486 | $2,393+3.9% | $2,836-12.4% | $2,506-0.8% |
| Participant deferral / active EE | $4,589 | $4,658-1.5% | $4,656-1.4% | $4,310+6.5% |
| Admin fee / account holder | $300 | $174+72.7% | $7,493-96.0% | $188+59.9% |